Investment Advisor

Job Description Investment Adviser & Trading Manager

Position: Investment Adviser / Trading Manager

We are looking for an Investment Adviser with strong investment, trading, and managerial skills who can manage advisory activities and lead the investment/trading team.

Key Responsibilities

• Provide investment advice based on client goals, risk profile and investment horizon.
• Strong knowledge of Equity, Mutual Funds, ETFs, Bonds, Fixed Income, Gold and other investment products.
• Analyse portfolios and recommend asset allocation, diversification and rebalancing.
• Good understanding of Equity & F&O trading, technical and fundamental analysis.
• Identify and evaluate short-term and positional trading opportunities.
• Lead and manage the research/trading team, assign responsibilities and monitor performance.
• Participate in business and strategic decision-making related to investment and trading activities.
• Coordinate with management, operations and compliance teams.
• Ensure activities are conducted in line with applicable SEBI regulations and internal policies.

Requirements

• NISM Investment Adviser certification/qualification as applicable.
• Strong investment product and stock market knowledge.
• Good managerial, leadership and team-handling skills.
• Strong analytical, communication and decision-making abilities.
• Relevant experience in investment advisory, wealth management, research or trading preferred.