Valorem Advisors

Investor Relations is the fastest growing financial markets field in India today and Valorem Advisors is a leader and one of the most differentiated players in Investor Relations management in India. To know more about Investor Relations visit our website: http://www.valoremadvisors.com This job is based out of Mumbai, India - only current residents of Mumbai apply for this position. Associate/Analyst Job description This is not a pure equity research role. It is an investor relations role and only candidates interested in making a career in this need apply. Investor Relations as a role is a mix of financial, fundamental business, and equity research of our client companies, by presenting the fundamental business and financials of these companies to the equity research analysts, so in fact you need to be better than an equity research analyst to be able to present to them.Qualified CA/CFA Level 2 (minimum) and 3 Equity research and/or Equity Sales experience preferred – from sell side/buy side, private equity, investment banking etc. Excellent communication skills in English mandatoryFinancial modelling, excel skills, and powerpoint skills preferredCreating pitch books, presentations, reports, consulting type presentations will be preferred. This is a consulting/research type of role for a professional with good financial experience.Relationship-building skills in the investment community, and the ability to collaborate with the executive management team of client companies.Manage Investor Relations of client accounts This position involves interacting with Promoters, CFO, CEO level clients and requires tremendous emotional maturity/finesse.Prepare Presentations Research and analyse public companies and their peers Perform various types of financial analysis Make professional level presentations to investor community i.e. fund managers at institutional investors like mutual funds, insurance companies etc, and analysts of brokerage houses Perform various types of analyses, reports, logs, etc.

This job is based out of Mumbai, India only current residents of Mumbai apply for this position.. Job Requirements. Knowledge and experience in employment law, compensation, organizational planning, recruitment, organization development, employee relations, safety, employee engagement, and employee development.. Better than average written and spoken communication skills.. Outstanding interpersonal relationship building and employee coaching skills.. Demonstrated ability to lead and develop HR department staff members.. Demonstrated ability to serve as a knowledgeable resource to the executive management team that provides overall company leadership and direction.. Excellent computer skills in a Microsoft Windows environment. Must include knowledge of Excel and skills in Human Resources Information Systems (HRIS).. General knowledge of various employment laws and practices and experience working with a corporate employment law attorney.. Experience in the administration of benefits and compensation programs and other Human Resources recognition and engagement programs and processes.. Evidence of the ability to practice and coach organization managers in the practice of a high level of confidentiality.. Excellent organizational management skills.. Basic Functions:. Recruiting and staffing;. Interviewing. New Employee orientation and training. performance management and improvement systems;. organization development;. employment and compliance to regulatory concerns regarding employees;. employee onboarding, development, needs assessment, and further training management;. policy development and documentation;. employee relations;. Employee culture development in line with corporate culture. company employee communication;. compensation and benefits administration; Management of Payroll.. employee safety, welfare, wellness and health;. Sign agreement with new consultants, Share positions. Handling end to end recruitment from pre joining to post joining formalities through Job Portals (e.g LinkedIn).. Negotiation and Making offers to candidates.. Verification. Opening of Bank Salary account and all post joining formalities.. Appointments and Induction to all new employees with PF declaration formalities within a week.. Implementation of HR Policy and time to time updating same as per management decision.. Monthly Salary Calculation and coordination with accounts department.. Maintaining attendance registers and leaves records.. Preparing Monthly statutory and non-statutory salaries. Co-ordination with Consultant for other statutory records.. Give timely inputs to accounts department.. Coordinating with PF Consultant for all PF related issues and work.. To implement all HR systems and procedures.. To update the HRD database. Managing database of all employees with all documents with time to time updating.. Organising events for all branches as an when required.. Maintaining personal records / files of the employees in software.. Handling Employee grievances related to salary issues.. One to one and through mail handling all grievances on Daily basis.. Coordinating with departments for Performance Appraisal, employee’s performance. Collecting the Performance Appraisal form from employee with the stipulated time and submitting to the management for review, issue of confirmation and increment letter. Conducting Exit Interview.. Assisting for Full and Final Settlement.. Issue of Reliving and Experience letter.. Development of an employee-oriented company culture that emphasizes quality, continuous improvement, key employee retention and development, and high performance.. closely involve in decisions, implementation, and review.. Develop and monitor an annual budget that includes Human Resources services, employee recognition, sports teams and community events support, and benefits administration.. Conducts a continuing study of all Human Resources policies, programs, and practices to keep management informed of new developments.. Coordinates all Human Resources training programs, and assigns the authority / responsibility of Human Resources and managers within those programs. Provides necessary education and materials to managers and employees including workshops, manuals, employee handbooks, and standardized reports.. Leads the implementation of the performance management system that includes performance development plans (PDPs) and employee development programs.. Establishes an in-house employee training system that addresses company training needs including training needs assessment, new employee onboarding or orientation, management development, production cross-training, the measurement of training impact, and training transfers.. Assists managers with the selection and contracting of external training programs and consultants.. Assists with the development of and monitors the spending of the corporate training budget. Maintains employee training records.. Establishes and leads the standard recruiting and hiring practices and procedures necessary to recruit and hire a superior workforce.. Interviews management and executive position candidates; serves as part of the interview team for position finalists.. Formulates and recommends Human Resources policies and objectives for the company on any topic associated with employee relations and employee rights.. Partners with management to communicate Human Resources policies, procedures, programs, and laws.. Determines and recommends employee relations practices necessary to establish a positive employer-employee relationship and promote a high level of employee morale and motivation. Conducts periodic surveys to measure employee satisfaction and employee engagement.. Coaches and trains managers in their communication, feedback, recognition, and interaction responsibilities with the employees who report to them.. Conducts investigations when employee complaints or concerns are brought forth.. Monitors and advises managers and supervisors in the progressive discipline systemof the company. Monitors the implementation of a performance improvementprocess with non-performing employees.. Reviews, guides, and approves management recommendations for employment terminations.. Establishes the company wage and salary structure, pay policies, and oversees the variable pay systems within the company including bonuses and raises.. Leads competitive market research to establish pay practices and pay bands that help to recruit and retain superior staff.. Designs, directs and manages a company-wide process of organization developmentthat addresses issues such as succession planning, superior workforce development, key employee retention, organization design, and change management.. Manages employee communication and feedback through such avenues as company meetings, suggestion programs, employee satisfaction surveys, newsletters, employee focus groups, one-on-one meetings, and Intranet use.. Manages a process of organizational planning that evaluates company structure, job design, and personnel forecasting throughout the company. Evaluates plans and changes to plans. Makes recommendations to executive management.. Identifies and monitors the organization's culture so that it supports the attainment of the company's goals and promotes employee satisfaction.. Participates in a process of organization development to plan, communicate, and integrate the results of strategic planning throughout the organization.. Manages the company-wide committees including the wellness, training, environmental health and safety, activity, and culture and communications committees.. Keeps the CEO and the executive team informed of significant problems that jeopardize the achievement of company goals, and those that are not being addressed adequately at the line management level.. Investor Relations is the fastest growing financial markets field and Valorem Advisors is a leader and one of the most differentiated player in Investor Relations management in India.. To know more visit: www.valoremadvisors.com. Show more Show less

Buy Side, Sell Side, Presentations, Meetings Role & responsibilities Preferred candidate profile

JD for the HR Executive role with us. If you are keen on the role please let me know. Position Summary: The HR Executive is responsible for assisting in the development and implementation of HR policies and procedures, ensuring compliance with employment laws and regulations, and managing various HR functions including recruitment, onboarding, employee relations, performance management, training, and development. Key Responsibilities: - Recruitment and Onboarding: Coordinate the recruitment process, including job postings, screening resumes, scheduling interviews, and conducting background checks. Facilitate the onboarding process for new hires, including orientation, paperwork completion, and introduction to company policies and culture. - Employee Relations: Address employee grievances and concerns, and provide guidance on conflict resolution. Conduct investigations into employee complaints and recommend appropriate actions. Promote positive employee relations through effective communication and engagement initiatives. - Training and Development: Identify training needs and coordinate training programs to enhance employee skills and competencies. Support the design and delivery of employee development initiatives, including workshops, seminars, and online courses. - HR Administration: Maintain accurate and up-to-date employee records and HR databases. Prepare HR reports and metrics for management review. Ensure compliance with employment laws and regulations, and company policies. Qualifications and Skills: Bachelors degree in Human Resources, Business Administration, or related field. Proven experience in HR roles, with knowledge of HR functions and best practices,preferably 1-2 years in HR specialist role. Strong understanding of employment laws and regulations. Excellent communication and interpersonal skills. Ability to handle sensitive and confidential information with discretion. Proficiency in HRIS (Human Resources Information Systems) and MS Office applications. Strong organizational and time management skills. Additional Requirements: Experience in a finance industry may be preferred. Flexibility to adapt to changing priorities and work in a dynamic environment. Please go through our company website www.valoremadvisors.com --

PITCH DECK, COVERPAGE, GRAPH CHART, STAK CHART, PPT, ABODE ILLUSTRATION Role & responsibilities Preferred candidate profile

As an Investor Relations (IR) Associate at Valorem Advisors, your job is to help listed companies communicate effectively with investors . You act as a bridge between the company and the investor community . You don’t sit behind spreadsheets — instead, you're in the room where it happens , shaping how companies present themselves to the market. What You’ll Actually Do : Understand the company (its business model, financials, strategy, risks, etc.) Build communication materials like investor presentations and pitch decks Attend meetings with analysts, brokers, and investors Give inputs on how to improve investor perception and engagement What Impact Your Role Has: You influence how investors perceive a company . You help management communicate clearly and transparently — especially during earnings, announcements, or crises. You play a key role in building investor trust — a major intangible asset for any listed company. Over time, you develop market intelligence and feedback that companies use to refine strategy and communication. In Other Words: You’re not doing data entry, research reports, or models. You’re doing something strategic : shaping a company’s story and helping it reach the right audience — the investor community. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹550,000.00 per year Work Location: In person

Job Title: Executive Assistant to the CEO Location: Nariman Point, Mumbai Company: Valorem Advisors (www.valoremadvisors.com) Reports To: Chief Executive Officer (CEO) Job Type: Full-Time About the Company: Valorem Advisors is a leading investor relations firm, specializing in bridging the gap between publicly listed companies and the investment community. Our mission is to help clients enhance shareholder value through transparent communication, strategic advisory, and targeted investor outreach. With a reputation for excellence and integrity, we serve clients across industries and geographies. Position Summary: We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to provide top-level administrative and strategic support to our Chief Executive Officer (CEO) . This role is instrumental in helping the CEO manage internal and external priorities, maintain efficiency, and maximize productivity in a fast-paced, high-stakes environment. The ideal candidate will have strong communication skills, a discreet and professional demeanor, and a background supporting C-level executivespreferably in finance, investor relations, or corporate advisory sectors. Key Responsibilities: Administrative & Executive Support Manage and optimize the CEO’s calendar, including scheduling meetings, calls, and travel. Prepare agendas, take minutes, and follow up on action items from executive meetings. Coordinate complex domestic and international travel, accommodations, and itineraries. Handle confidential correspondence and documents with discretion. Communication & Stakeholder Coordination Act as a liaison between the CEO and internal teams, clients, board members, investors, and other stakeholders. Draft, edit, and proofread executive communications, reports, investor memos, and presentations. Screen and prioritize emails, calls, and other forms of communication. Travel & Logistics: Organize complex travel itineraries (domestic & international), including visa arrangements, accommodations, transportation, and expense reporting. Ensure seamless end-to-end travel experience aligned with the CEO’s preferences. Strategic & Project Support Assist with research, data collection, and preparation of briefing materials for investor meetings, conferences, and strategic planning. Monitor deadlines, KPIs, and strategic project timelines to ensure the CEO’s priorities are met. Coordinate investor-related events, roadshows, and client onboarding. Office & Operational Management (if applicable) Oversee select operational tasks and vendor coordination related to office management or team logistics. Collaborate with the HR or operations team for recruiting, onboarding, or team engagement activities. Qualifications: Required: Bachelor’s degree in Business Administration, Communications, Finance, or related field. 5+ years of experience supporting a CEO or senior executive, preferably in investor relations, finance, or professional services. Exceptional organizational, time management, and multitasking skills. Strong written and verbal communication skills. High level of professionalism and discretion. Advanced proficiency in Microsoft Office Suite, Google Workspace, and virtual collaboration tools (Zoom, Slack, etc.).

Position Summary: We are seeking a highly organized, proactive, and detail-oriented, energized Executive Assistant to provide top-level administrative and strategic support to our Chief Executive Officer (CEO) . This role is instrumental in helping the CEO manage internal and external priorities, maintain efficiency, and maximize productivity in a fast-paced, high-stakes environment. The ideal candidate will have strong communication skills, a discreet and professional demeanor, and a background supporting C-level executives—preferably in finance, investor relations, or corporate advisory sectors. We are not looking for a mere secretary, we are looking for someone with high aptitude that can take on a significant amount of burden away from the CEO. Key Responsibilities: Administrative & Executive Support Manage and optimize the CEO’s calendar, including scheduling meetings, calls, and travel. Prepare agendas, take minutes, and follow up on action items from executive meetings. Coordinate complex domestic and international travel, accommodations, and itineraries. Handle confidential correspondence and documents with discretion. Communication & Stakeholder Coordination Act as a liaison between the CEO and internal teams, clients, board members, investors, and other stakeholders. Draft, edit, and proofread executive communications, reports, investor memos, and presentations. Screen and prioritize emails, calls, and other forms of communication. Travel and Logistics: Organize complex travel itineraries (domestic & international), including visa arrangements, accommodations, transportation, and expense reporting. Ensure seamless end-to-end travel experience aligned with the CEO’s preferences. Strategic & Project Support Assist with research, data collection, and preparation of briefing materials for investor meetings, conferences, and strategic planning. Monitor deadlines, KPIs, and strategic project timelines to ensure the CEO’s priorities are met. Coordinate investor-related events, roadshows, and client onboarding. Review documents, reports that are submitted to the CEO, to streamline and reduce his time and efforts. Office & Operational Management (if applicable) Oversee select operational tasks and vendor coordination related to office management or team logistics. Collaborate with the HR or operations team for recruiting, onboarding, or team engagement activities. Qualifications: Required: Bachelor’s degree in Business Administration, Communications, Finance, or related field. 5+ years of experience supporting a CEO or senior executive, preferably in investor relations, finance, or professional services. Exceptional organizational, time management, and multitasking skills. Strong written and verbal communication skills. High level of professionalism and discretion. Advanced proficiency in Microsoft Office Suite, Google Workspace, and virtual collaboration tools (Zoom, Slack, etc.).

Position Summary: We are seeking a highly organized, proactive, and detail-oriented, energized Executive Assistant to provide top-level administrative and strategic support to our Chief Executive Officer (CEO) . This role is instrumental in helping the CEO manage internal and external priorities, maintain efficiency, and maximize productivity in a fast-paced, high-stakes environment. The ideal candidate will have strong communication skills, a discreet and professional demeanor, and a background supporting C-level executivespreferably in finance, investor relations, or corporate advisory sectors. We are not looking for a mere secretary, we are looking for someone with high aptitude that can take on a significant amount of burden away from the CEO. Key Responsibilities: Administrative & Executive Support Manage and optimize the CEOs calendar, including scheduling meetings, calls, and travel. Prepare agendas, take minutes, and follow up on action items from executive meetings. Coordinate complex domestic and international travel, accommodations, and itineraries. Handle confidential correspondence and documents with discretion. Communication & Stakeholder Coordination Act as a liaison between the CEO and internal teams, clients, board members, investors, and other stakeholders. Draft, edit, and proofread executive communications, reports, investor memos, and presentations. Screen and prioritize emails, calls, and other forms of communication. Travel and Logistics: Organize complex travel itineraries (domestic & international), including visa arrangements, accommodations, transportation, and expense reporting. Ensure seamless end-to-end travel experience aligned with the CEOs preferences. Strategic & Project Support Assist with research, data collection, and preparation of briefing materials for investor meetings, conferences, and strategic planning. Monitor deadlines, KPIs, and strategic project timelines to ensure the CEOs priorities are met. Coordinate investor-related events, roadshows, and client onboarding. Review documents, reports that are submitted to the CEO, to streamline and reduce his time and efforts. Office & Operational Management (if applicable) Oversee select operational tasks and vendor coordination related to office management or team logistics. Collaborate with the HR or operations team for recruiting, onboarding, or team engagement activities. Qualifications: Required: Bachelors degree in Business Administration, Communications, Finance, or related field. 5+ years of experience supporting a CEO or senior executive, preferably in investor relations, finance, or professional services. Exceptional organizational, time management, and multitasking skills. Strong written and verbal communication skills. High level of professionalism and discretion. Advanced proficiency in Microsoft Office Suite, Google Workspace, and virtual collaboration tools (Zoom, Slack, etc.). Show more Show less

Key Responsibilities Design and develop high-quality presentations using PowerPoint, illustrator, or other presentation tools. Transform complex information, data, and concepts into visually appealing and easy-to understand slides. Ensure brand consistency by following company guidelines, templates, and design standards. Work closely with investor relations and research teams to create presentations for conferences and internal communications. Edit and refine existing presentations to improve design, readability, and impact. Stay updated on the latest design trends, tools, and technologies in presentation design. Qualifications & Skills Proven experience as a Presentation Designer or in a similar role. Proficiency in PowerPoint ,Canva and Adobe Creative Suite (Photoshop, Illustrator, InDesign). Strong design skills, including layouts, typography, colour theory, and visual storytelling. Ability to create custom graphics, icons, and infographics to support messaging. Experience with motion graphics and animation is a plus. Excellent attention to detail and ability to work under tight deadlines. Strong communication and collaboration skills. Education & Experience Bachelor's degree in Graphic Design, Visual Arts, Communications, or a related field (preferred). 2-4 years of experience in presentation design, graphic design, or a related field. Job Type: Full-time Pay: ₹300,000.00 - ₹600,000.00 per year Work Location: In person

This job is based out of Mumbai, India - only current residents of Mumbai apply for this position. Investor Relations is the fastest growing financial markets field and Valorem Advisors is a leader and one of the most differentiated player in Investor Relations management in India. Desired Qualifications: 10+ years of experience in investor relations/finance/equity markets. CA/CFA and/or MBA from a reputed B school preferred Equity research experience preferred – from sell side/buy side, private equity, investment banking etc. Experience in Training & Development, Teaching and Leading teams in Equity Finance roles preferred Must have Excellent written and verbal skills Must have an excellent eye for detailing Relationship-building skills in the investment community, and the ability to collaborate with the executive management team of client companies. Financial modelling, excel skills, and powerpoint skills required Demonstrated expertise in researching publicly listed companies analysing equity stocks and communicating findings to diverse audiences. Extensive experience in analysing Indian and global equity markets, with strong knowledge of the regulatory environment in India. Core Role - Head the research team in all aspects of fundamental and financial analysis on public limited companies and Investor Relations activities, Train analysts on fundamental and Financial analysis of our client companies, peers, and industry sectors, improve quality of team's fundamental and financial knowledge, perform quality and control checks on all company collaterals like presentations, reports, analysis and take ownership of such products and role, Lead a team of more than 20 analysts with relation to the research role. Ability to creatively and fundamentally think and analyse companies and guide team to drive the thinking process for researching on these companies Perform in depth Research on client companies, peers and industry with team Prepare/Review/guide team for making fundamental reports and financial analysis on companies Preparing/review/guide team to make Financial models Prepare/review/guide team to make Investor Presentations for client companies Train/guide account managers to analyse companies better and prepare them to present to investor community Research and analyse public companies and their peers Perform, improve and check various types of value added analysis Perform fundamental and financial research on client companies, guide team to understand and train account managers to present these companies to investor community Make presentations on client companies and pitch investment thesis to senior level investor community participants with the analysts Perform various types of analyses, reports, logs, etc. Prepare/coordinate/review/improve investor materials like quarterly earnings releases, earnings conference call scripts and annual reports etc. Respond to investor inquiries if required, or guide team to respond Develop, manage and enhance all communication and investor relations value added reports and aspects with existing and potential clients and investor community. To know more about Investor Relations visit our website: www.valoremadvisors.com

Job description for Business Development Manager Investor Relations is the fastest growing financial markets field and Valorem Advisors is a leader and one of the most differentiated player in Investor Relations management in India. With over 6000 listed corporates in India and the under penetration of Investor Relations as a function in most of these corporates the potential for companies requiring Investor Relations Services is immensely large. Valorem Advisors offers comprehensive Investor Relations Management Services and also Communications Services that are all listed corporates have a requirement for. To know more about Valorem Advisors and Investor Relations visit our website: www.valoremadvisors.com Business Development Roles & Responsibilities: 5-10 years of experience in sales/business development in financial markets Having an in-depth knowledge of business services and value proposition Researching about listed organisations through the help of websites to identify new leads and potential new markets across India. Researching the needs of companies to identify how our investor relations service offering would fit and bridge their gaps Identifying decision makers like CFO, CEO, MD, Board of Directors and Promoters To develop database, tap and build strong relationships with Stock Broking firms, Corporate & Financial Institutions through Direct Visits, Cold calling and Emailing for a mutually beneficial relation Contacting potential clients via email or phone to establish rapport and set up meetings Preparing PowerPoint presentations and sales displays Creating GAP analysis on Investor Relations Management of listed companies and explaining how Valorem can bridge these Gaps through our service offerings Contacting clients to inform them about new developments in the company’s products Developing quotes and proposals Negotiating and renegotiating by phone, email, and in person Developing sales goals for the team and ensuring they are met Planning and overseeing new marketing initiatives Attending conferences, meetings, and industry events Training personnel and helping team members develop their skills Develop contacts with trade bodies and associations Reaching out existing and new clients for IR / IB and Communication. Driving the field to achieve the desired results Developing growth strategies and plans Managing and retaining relationships with existing clients Negotiating with stakeholders Identifying and mapping business strengths and customer needs Researching business opportunities and viable income streams Drafting and reviewing contracts Reporting on successes and areas needing improvements Bringing in new clients while retaining existing ones - Source new business as well as manage current one by applying need based theory. Ensure high level of client satisfaction for both new and old. Take timely feedback from client for business improvement Maintain good relationships with clients so that the business can maximize the value of those relationships. Identify key contacts at potential client companies to establish and foster a relationship. Participate in one-on-one meetings with clients to explain services in an effort to guide their choices. Understand the problems and challenges of clients and identify ways the business could better address those needs. Grow the business by identifying new sales and business development opportunities. Seek opportunities to cross-sell or upsell to existing clients. Monitor and assess activities of our competitors to proactively satisfy and retain our clients. Provide excellent service in order to maintain a positive reputation for the business. Resolve any customer complaints in a prompt and professional manner. Set revenue targets and then develop and execute a strategy to meet those. Preferred Qualifications: Business Development Economics or Finance Marketing Necessary soft skills: High-level communication skills Stakeholder management skills Proven ability to negotiate Experience with design and implementation of business development strategy Conflict resolution The ability to self-motivate and motivate a team Experience working to and exceeding targets Industry Preference of previous background from equity capital markets or financial markets. Equity / Debt Capital Markets Financial Services Investment Banking Employment Type Full-time This job is based out of Mumbai, India - only current residents of Mumbai apply for this position. To know more about Investor Relations visit our website: www.valoremadvisors.com