- Assisting HNI clients with PMS Account Opening & Documentation (KYC)
- Liasoning with Custodian, Banker & Broker for daily reconciliations.
- Operating Fund Accounting & Custody Portal.
- Assisting team with daily trading activities.
- Other critical back-office tasks
- SEBI compliances
Rest assured, this is NOT a sales role with any targets. Neither is it an equity research or dealer/trading role. Rather, this is an interesting client-facing role that also involves operations & compliance giving holistic exposure to candidates on capital markets, including a wonderful opportunity to closely observe how the core equity research team functions i.e. analyze investments and manage the fund.
Required Candidate profile
- Some experience in a related profile within BFSI sector
- Confident & self-driven
- Excellent oral & writing skills (English)
- MS Excel
- Interest & passion for investing/equity markets
Perks and Benefits
What we can provide? A competitive salary and ability to get in early in a startup that will go places and become a partner through ESOPs.
A great flexible working environment we work in North Delhi, and have a spacious, neat & quiet office.
Peer learning from a smart and motivated team of CFA Charterholders.
Ability to grow in this sunrise industry Financial markets are just beginning to explode and we are right at the center of it.
We don’t care which college you went to. We don’t care if you passed college at the margin or dropped out. We only care if you are passionate about your profile, and financial markets and have equipped yourself accordingly.
Interested candidates can drop their resume & cover letter to firstname.lastname@example.org
Stalwart Investment Advisors LLP is a SEBI-registered Portfolio Management Services (PMS) firm, besides being one of the largest and most credible independent equity research firms in India operating since 2014 with 30+% CAGR since inception (twice the market) under SEBI’s Research Analyst license.
The firm is founded by Jatin Khemani & Manish Chopra who are both CFA (US) Charterholders with a combined experience of about 25 years in equity research & portfolio management. Stalwart has a 10-member team with its corporate office in Netaji Subash Place, Pitam Pura, North Delhi.
Read more about us: www.stalwartvalue.com