Investment Advisory - Senior Manager

Position : Senior Manager- Investment Advisory Division Summary : We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI’s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. Location : Pune-based role; candidate must reside or be willing to relocate immediately. Key Responsibilities : • Drive the investment advisory business division, providing strategic direction and operational oversight. • Analyse client requirements thoroughly to determine and recommend appropriate investment strategies. • Oversee equity research and portfolio management functions, ensuring alignment with client goals and market trends. • Serve as Principal Officer of investment advisory business division as per SEBI regulations. • Hire, train, and evaluate team members involved in investment activities, address performance issues effectively. • Collaborate cross-functionally (research, compliance, technology, analytics) to enhance investment advisory offerings. • Availability and enthusiasm to actively participate in webinars, seminars, client interactions, and industry forums as needed. • Step up to be the Principal Officer (PO) for the IA division. Requirements : • Postgraduate degree (MBA/CA/CFA) with specialization in Finance or Investments strongly preferred. • SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) mandatory. • Minimum 7-10 years of relevant experience in equity research, portfolio management, and investment advisory services. • Strong analytical, financial modelling, equity research, and portfolio management skills. • Passionate about equity research with an intense commitment towards excellence. Show more Show less