Unifi Capital – Equity Dealer Group Profile: Unifi Capital is a 24-year-old investment management firm managing assets over INR 24,000 Cr on behalf of ~11,000 clients across PMS, AIF, and advisory platforms. Key responsibilities include: - Dealing in Equity and Derivatives Segment. - Dealing in Overseas Securities. - Constantly work towards getting the best execution price and lowering costs. Optimizes cost and risk by empanelling and diversifying trade execution through brokers. - Ensure compliance with all regulatory requirements and internal policies. - Familiarity with front office systems and understanding of market clearing mechanisms. - Record and manage transactions and quote accurately in the order book. - Monitor prices of stocks - A strong network with stockbrokers for cost optimization and risk management. - Enter the trades of the executed orders into the system. - Periodic performance evaluation of empanelled brokers as per the SEBI & Investment Criteria - Collaborate with the team for timely order placement and smooth settlement of trade. - Track corporate actions for portfolio stocks. Qualifications: Any graduate / Any postgraduate Preferred experience: 2 years and above Location: Chennai Compensation : As per industry standards with the potential for significant performance-based upside. Show more Show less
Position: Senior Manager - RM Client Services Location: Mumbai Company: Unifi Capital Pvt Ltd Experience: 3–7 years Role Overview: We are looking for a self-driven and client-centric candidate to join our Direct Channel in Mumbai. The ideal candidate is passionate about wealth management, understands the value of high-touch client service, and is eager to contribute to the growth of the client book through service excellence and referral generation. Additionally, the candidate should be adept at offering personalized and suitable investment advice, ensuring that each client's financial goals and risk tolerance are met with tailored solutions. Key Responsibilities: Manage and deepen relationships with existing investors. Deliver timely portfolio updates through one-on-one portfolio reviews with investors, while also providing transaction support and resolving client service issues. Partner with Senior Relationship Managers to support high-value client relationships and contribute to key team initiatives. Identify and implement referral generation strategies from existing clients. Ensure best-in-class client servicing to build trust and long-term engagement. Maintain compliance and documentation as per SEBI and internal guidelines. Act as the first point of contact for routine client queries and investment operations. Desired Candidate Profile: 3-7 years of experience in wealth management, investment advisory, or financial services. Strong understanding of capital markets, investment products (mutual funds, PMS, AIFs, etc.). Excellent communication, relationship-building, and interpersonal skills. High attention to detail and client service orientation. MBA/CFP candidates preferred. About Unifi Capital - Unifi Capital founded in 2001 with AUM of INR 24,500 crores is a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. More details are available on website: https://www.unificap.com Show more Show less
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities Execute trades in the Equity segment as per Fund Manager instructions under the PMS and AIFs strategies. Coordinate with external brokers to ensure cost-effective and efficient trade execution, minimizing both implicit and explicit costs. Track equity and cash positions across all clients under each strategy. Promptly coordinate with Fund Managers regarding the deployment of cash balances. Collaborate closely with the team to ensure timely order placement and seamless settlement of trades. Enhance cost efficiency and diversify risk by empanelling and managing relationships with multiple brokers for trade execution. Ensure all trade allocations comply with regulatory requirements and align with internal policies. Possess strong knowledge of front office systems and a clear understanding of market clearing processes. Build and maintain strong relationships with external brokers to achieve cost optimization and effective risk management. Conduct periodic evaluations of empanelled brokers based on SEBI regulations and established investment criteria. Stay updated and track corporate actions related to portfolio stocks. Preferred experience: 2 years and above, preferably experience in the PMS / AIF industry. Location: Chennai Qualifications Any graduate / Any postgraduate
We are seeking a detail-oriented Equity Research Analyst to join our research team. The successful candidate will conduct in-depth research and analysis to provide actionable investment and strategic insights. Role – Equity Research Analyst necessarily having covered IT and Mid-caps. Location – Chennai Experience – Min 5yrs covering Indian Equities Key Responsibilities: - Work closely with fund management team in identifying & analysing investment opportunities across Pharma, IT, Consumer and other smaller sectors. - Iterating frequently with the fund manager on sector insights and actionable ideas financial models and investment research - Develop and maintain financial models, dashboards and databases. Track Key performance indicators. - Prepare research reports, presentations and briefs for investment committee chaired by CIO and fund managers Desirable Skills: CA / CFA / Tier 1 & 2 MBA Excellent Communication (Writing and Presentation) Skills Independent view from differentiated analysis Strong passion for Indian equities Unifi Capital founded in 2001 is a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. More details are available on website: https://www.unificap.com
We are seeking a detail-oriented Equity Research Analyst to join our buy side research team. The successful candidate will conduct in-depth research and analysis to provide actionable investment and strategic insights. Role - Equity Research Analyst, Covering Infrastructure Location - Bangalore Experience - 3 to 6 yrs covering Indian Equities. Prior experience with infrastructure investments (project level, listed and unlisted INVITs and REITs) is a huge plus Key Responsibilities Work closely with fund management team in identifying & analysing investment opportunities in Indian Infrastructure sector Iterating frequently with the fund manager on sector insights and actionable ideas financial models and investment research Develop and maintain financial models, dashboards and databases. Track Key performance indicators. Prepare research reports, presentations and briefs for investment committee chaired by CIO and fund managers Interact with potential investee companies including CEOs, CFOs and Investor relations team to clarify and obtain data for thesis and modelling Desirable Skills CA or CFA Excellent Communication (Writing and Presentation) Skills Independent view from differentiated analysis Strong passion for Indian equities About Unifi Capital - Unifi Capital is one of India's largest independent portfolio managers with a legacy of more than 24 years managing an AUM of 25,000 crores More details are available on website: https://www.unificap.com (ref:iimjobs.com)
We are looking for an experienced candidate for the role of Compliance Officer to join Unifi Investment Management LLP (UIML), GIFT City, IFSC, Gandhinagar. The successful candidate will work closely with the Principal Officer to ensure regulatory compliance, risk management, and governance across the organization. Role – Compliance Officer Designation – Manager Location – GIFT City, Gujarat Experience – 3 -5 yrs Key Responsibilities: Ensure adherence to relevant laws, regulations, and industry standards applicable The focus is to act as an oversight to the compliance and operations and to ensure that the activities align and implemented on time as per the regulatory requirements. Assist with operational inputs, MIS reports, and execution of strategic initiatives. Ensures the entity’s readiness for internal audits, statutory audits, and inspections by IFSCA or other regulators. Identify, assess, and mitigate risks associated with asset management activities. Provide regular reports to the Principal Officer and other stakeholders on compliance and risk management matters. Work closely with the Principal Officer and other teams to ensure seamless coordination and effective risk management. Desirable Skills: Professional Qualification: Membership of the following or any institution equivalent thereto in a foreign jurisdiction: Institute of Chartered Accountants of India; Institute of Company Secretaries of India; Institute of Cost Accountants of India; Or Bachelor of Laws (LLB) from a university or an institution recognised by the Central Government or any State Government or a recognised foreign university or institution or association. Work experience: Relevant experience of at least three (3) years in related activities in a portfolio manager, fund manager, investment advisor, broker dealer, investment banker, wealth manager, research analyst, credit rating agency, market infrastructure institution, financial sector regulator. Excellent understanding of regulatory frameworks applicable to asset management in India, such as SEBI/IFSCA/RBI/AML-CFT regulations. Excellent analytical, problem-solving, and communication skills. Note: Only candidates meeting the aforementioned eligibility requirements shall apply for the role. About Unifi Investment Management LLP (UIML): UIML is an offshoot of Unifi Capital- one of India’s largest independent portfolio managers with a legacy of more than 24 years. Unifi’s combined AUM as of March 2025 was USD 2.7B. More details are available on website: https://www.unificap.com & https://unifiinvestment.com
This is a unique opportunity for a marketing professional to be a significant role in the marketing function. The role is part of the corporate strategy office and will communicate the firm’s investment philosophy and exceptional track record to create high degree of brand salience, to elicit interest from discerning investors interested in listed Indian equities. Key Responsibilities: · Develop a strategic and operational framework for marketing communications · Collaborate with agencies on collateral development (brochures, mailers, AVs) and sports/event management. · Coordinate content collaboration with internal teams and external agencies for both internal and external communications · Management of digital marketing, social media and the corporate website. · Ensure consistent application of brand communication. · Conduct brand research, competitor tracking, and analysis of campaigns and initiatives. · Measure the effectiveness of campaigns and manage the allocated budget efficiently. Requirements · Proficiency in setting up & managing campaigns in digital marketing tools and platforms. · Experience in working with web analytics, CRM systems, mailer apps and WhatsApp for Business (WABA) · MBA/PGDM in Marketing from Tier 1 / 2 B-school. · 2 to 5yrs of relevant experience As a part of a very competitive and successful team that is obsessed with excellence, the work will offer the freedom to explore and challenge even the best. About Unifi Capital: Unifi Capital founded in 2001 with AUM of INR 25,000 crores is a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns. More details are available on website: https://www.unificap.com