Role & responsibilities Manage end-to-end documentation for opening PMS, Demat, and Trading accounts including coordination for both resident (Individual & Non - Individual) and NRI clients Fill, check, and organize account forms (physical and digital) ensuring all details are accurate and complete Liaise with clients, distributors, custodians, and internal teams for follow-ups and clarifications Track form status using internal Excel-based MIS; update and close tasks in a timely manner Scan, label, and dispatch completed forms while maintaining proper records for audit and compliance Follow structured checklists to ensure every step is covered without errors Coordinate across teams to ensure smooth onboarding and handover of client documents Assist with audit preparation, document retrieval, and related operational activities as required Occasionally support admin or back office activities during non-peak times, as part of a collaborative team environment Preferred candidate profile Graduate with 1 - 3 years of experience in any operations, back office, or documentation-related role Should be able to fill forms neatly, check details carefully, and manage basic document handling Comfortable speaking and writing in English; clear and polite communication is important Good handwriting and presentable appearance are expected Should know basic Excel filters, sorting, simple formulas (training for more will be given if needed) Should be able to follow checklists, keep records updated, and close tasks on time Needs to coordinate with multiple teams, so should be reliable and responsive in follow-ups Should be soft-spoken but confident someone who gets the work done politely Prior experience in a finance, wealth, or documentation role is useful, but not mandatory Most importantly, should be willing to learn and take ownership of day-to-day work
Role & responsibilities Warmly welcome and engage with visitors, clients, and vendors at the front desk Handle guest coordination, including greeting, small talk, and notifying relevant team members Manage calendars and schedule internal and external meetings for leadership Ensure meeting rooms are always presentable and set up for meetings Handle vendor coordination for housekeeping, pantry, office supplies, and courier services Maintain office administration MIS and visitor logs Assist in procurement and evaluation of vendors or new office services Support internal meetings and general administrative needs Take ownership of company events (Diwali, birthdays, outings, etc.) from planning to execution Coordinate with internal teams and external vendors to ensure smooth events Preferred candidate profile 1 - 4 years of experience in a front-office/admin role (preferably in finance, corporate, or real estate) Fluent in English with excellent interpersonal and communication skills Well-groomed, pleasant personality with a proactive approach Familiar with MS Office tools (Excel, Outlook, Word) and calendar management systems Graduate in any stream; background in hospitality/admin/communications preferred Experience with reputed firms like JLL, CBRE, Knight Frank, Cushman & Wakefield, etc., is an advantage
Roles & Responsibilities Build and maintain customized screeners using Morningstar Direct (Global) and ACE Equity to support fund managers in identifying investment opportunities across equity and multi-asset strategies. Translate investment themes into structured screener logic based on valuation metrics, sector classification, factor signals, and technical or fundamental filters. Extract and validate financial data from multiple sources to enable quantitative analysis, performance attribution, and comparative benchmarking. Conduct back-testing of screeners and models to evaluate historical consistency, asset behavior across cycles, and strategy alignment. Automate the generation of screener outputs using tools such as Excel, SQL, or Python, ensuring repeatability and efficiency. Collaborate with senior analysts to convert investment discussions into data-driven outputs and research frameworks. Support the preparation of internal investment memos, dashboards, and presentations based on insights derived from screening tools. Maintain rigorous documentation for all screener logic, methodologies, and changes to ensure transparency and version control. Ensure high accuracy and reliability of screener outputs and research data used in portfolio construction and fund positioning. Contribute actively to product ideation and research innovation through timely, structured analytical support. - This role offers direct exposure to live portfolio construction, fund strategy development, and real-world investment research at a SEBI-registered Portfolio Management firm. - Candidates who have previously worked with fund managers, equity analysts, or in a PMS/AMC environment will be preferred. Preferred Candidate Profile Practical, demonstrable experience with Morningstar Direct (Global) and ACE Equity for building customized investment screeners. Strong understanding of Indian equity markets, mutual funds (Domestic & Global), ETFs (Domestic & Global), and multi-asset strategies, with an analytical mindset. Advanced-level Excel skills are mandatory including dynamic formulas, pivot tables, lookups, and data automation techniques. Foundational knowledge of SQL and Python is essential to support screener automation, data cleaning, and process efficiency. Ability to translate investment themes and qualitative discussions into structured screening logic and quantifiable filters. High attention to detail with a strong focus on accuracy, consistency, and data integrity in outputs used for investment decisions. Skilled in organizing, visualizing, and presenting data-driven insights for internal use by fund managers and senior analysts. Clear communicator able to simplify complex ideas and collaborate effectively with cross-functional research teams. Proactive, self-motivated, and eager to learn across new tools, asset classes, and analytical frameworks. Prior internship or experience in a PMS, asset management company, investment research desk, or wealth platform will be an added advantage.
Hiring: Equity Research Analyst – BFSI & Healthcare/Pharma Experience: 2–5 Years Vallum Capital Advisors is looking to hire an Equity Research Analyst with 2–5 years of experience, specializing in Banking & Financial Services (BFSI)/IT/Pharma Key Responsibilities: Conduct fundamental research and build detailed financial models Track sector trends, company performance, and regulatory developments Prepare investment notes and support portfolio decision-making. Detail presentation to Senior Team Members Requirements : 2–5 years of equity research experience (buy-side or sell-side) Strong understanding of BFSI /IT/Pharma sectors CA / CFA / MBA (Finance) preferred Compensation: As per industry standards and based on experience & skillset To apply, write to us at: hr@vallum.in
Hiring: Senior Equity Research Analyst Experience: 10+ Years Vallum Capital Advisors is looking to onboard a senior professional with over 10-12 years of experience in Equity Research and Portfolio Management , with a proven track record of value creation for clients and sectoral expertise in more than two sector . Key Responsibilities: Drive research-led investment ideas across listed equities. Identify long-term value opportunities and create consistent alpha Independently track and manage one or more sectors (e.g., BFSI/Pharma/ IT/Industrials etc. preferable) Lead client-centric Distributor, Sales meetings across India. Support or lead portfolio management and decision-making processes . Role will lead to Co fund management Position for relevant candidate. Requirements: 10+ years of relevant experience in bottom up approach of equity research and/or portfolio management Expertise in financial modeling, valuations, and investment frameworks CA / CFA / MBA (Finance) preferred Compensation: As per industry standards and commensurate with experience & performance track record To apply, please write to: hr@vallum.in
About Us We are Vallum Capital Advisors, a SEBI-registered Portfolio Manager, managing investments for high-net-worth individuals, NRIs and institutions. As we grow, we are seeking a dynamic and tech-enabled Marketing Manager to lead our marketing efforts, drive SEO and digital campaigns, and strengthen our brand presence in the wealth and investment management space. Key Responsibilities Digital Marketing & SEO: Plan, execute, and optimize digital campaigns (Google Ads, LinkedIn Ads, Meta Ads, etc.) and implement SEO strategies (technical, on-page, off-page) to improve website rankings and visibility. Analytics & Tools: Leverage marketing technology tools (Google Analytics, Tag Manager, SEMrush, Ahrefs, CRM dashboards) to track performance, measure ROI, and provide actionable insights. Creative Collaboration: Work with the creative/content team to develop marketing literature, advertisements, and campaigns with clear messaging and design direction. Website Management: Maintain and update the company website, ensuring functionality, SEO optimization, and engaging content. Competitor Benchmarking: Analyze competitor campaigns and strategies, apply learnings, and propose innovative approaches to strengthen Vallum’s digital presence. PR & Brand: Manage brand visibility on social media, coordinate PR initiatives, support event marketing, and build brand collaborations. Reporting: Track, analyze, and report campaign outcomes with a focus on measurable growth and continuous improvement. Requirements Bachelor’s degree in Marketing, Business Administration, or related field (MBA preferred). Certification or proven expertise in SEO/digital marketing (technical SEO, on-page, off-page). 4–5 years of marketing experience in financial services (investment managers, wealth management firms, AMCs, or related domains). Strong knowledge of SEO, SEM, paid media, content marketing, and social media management. Hands-on experience with analytics & marketing tools (Google Analytics, Search Console, SEMrush, Ahrefs, Tag Manager, CMS tools like WordPress). Excellent communication, creative writing, and presentation skills. Ability to work independently, manage multiple projects under tight deadlines, and deliver measurable results. Understanding of financial products, investment-related keywords, and searcher psychology in the wealth management space. Preferred Skills Prior experience in financial marketing & PR campaigns. Strong grasp of competitor analysis, investor communication, and brand positioning. Creative mindset with a keen eye for design and storytelling. What We Offer Opportunity to work with a growing SEBI-registered portfolio manager in the financial services industry. Autonomy to design and execute marketing strategies using modern tools and platforms. Exposure to end-to-end marketing across SEO, PR, campaigns, and brand-building. A collaborative and innovative work culture where ideas are valued. How to Apply: Send your resume and portfolio (if any) to hr@vallum.in with the subject line: “Application – Marketing Manager” .