Equity Advisor

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for providing independent, rigorous decision-making across the Private Investments portfolio (Private Equity). Your main role will involve approaching HNI Clients, Family offices, and VC's to invest in company-approved startups and secondary sales of Private firms. It will be crucial to ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Additionally, you will be providing financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs, proposing appropriate products accordingly. Monitoring existing Private Investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence will also be part of your responsibilities. You will need to develop strategies to discover new potential investors and work closely with founders and CFOs to help in equity restructuring and in assisting them to raise funds. The role requires a minimum of 3+ years of experience in the relevant field and a post-graduation in any field is a must. A strong understanding of Capital/Stock Markets, Fund Raising, and IPOs is essential. The ability to work with tight deadlines, experience with valuation, modeling, and financial forecasting, as well as good communication skills, are highly valued. You should possess a proactive and target-oriented approach, strong analytical skills, and be well-organized, customer-service oriented, and driven by a desire to consistently achieve top results. Building and maintaining strong networking and relationships will be key to success in this role. This position is based in Gurugram and offers a competitive salary with a CTC ranging from 4-9 LPA, along with incentives, perks, and benefits.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

noida, delhi, meerut, varanasi, kanpur, lucknow, moradabad, aligarh, allahabad, gurugram

mumbai, mumbai suburban, goregaon