Equity Advisor

1 - 5 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Equity Advisor at our company located in Sector 5, Kolkata (WFO), we are looking for a motivated and analytical graduate with a strong interest in the equity markets. The ideal candidate should have at least 1+ years of experience and preferably be a CFA candidate or holder. A background in commerce (B.Com or related fields) is required. You must be willing to complete or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications, with a preference for CFA Level 1 cleared. Your responsibilities will include having a strong interest in the Indian stock market, personal finance, and investment advisory. An analytical mindset, passion for equity research, and the ability to build long-term client relationships are essential. You should be committed to a professional career in equity advisory and have a compliance-driven practice approach. Strong communication skills and proficiency in Excel/PowerPoint are required, with knowledge in Power BI considered a plus. We offer a Joining Bonus for eligible candidates, mentorship by experienced equity professionals and CFA charterholders, support for NISM exam preparation, and a clear pathway toward Research Analyst / Investment Adviser roles. You will have the opportunity to work in a SEBI-compliant investment advisory environment. Requirements: - Education: B.Com, BBA (Finance), or equivalent in commerce/finance. - CFA: Level 1/2 cleared or currently enrolled (preferred). - Certifications: Willing to pursue or currently pursuing NISM Investment Adviser Level 1 & 2 exams. - Strong interest in the Indian stock market, personal finance, and investment advisory. - Analytical mindset with a passion for equity research and long-term client relationships. - Commitment to a professional career in equity advisory and compliance-driven practice. - Strong communication skills and proficiency in Excel/PowerPoint; Power BI is a plus. Job Types: Full-time, Permanent Benefits: - Health insurance - Paid time off - Provident Fund Application Question(s): - Are you Open to take NISM Investment Adviser test - Open to work near Sector 5 Last Salary - Are you NISM Investment Adviser Certified Experience: Equity research: 1 year (Preferred) License/Certification: - CFA LEVEL (Preferred) - NISM CERTIFIED (Preferred) Work Location: In person,

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