Key Responsibilities: * Fundamental Research: Conduct in-depth research on companies, industries, and economic trends to identify potential investment opportunities. * Stock Idea Generation: Generate and evaluate stock ideas for the advisory platform. * Investment Thesis Development: Develop and articulate clear and compelling investment theses to clients. * Portfolio Management: Contribute to portfolio performance, execution, and review. * Client Relationship Management: Build and maintain strong relationships with clients, aiming to gain wallet share. * Market Analysis: Stay abreast of market trends and developments. * Communication: Effectively communicate investment strategies and research findings to clients and colleagues. * Industry Networking: Maintain strong relationships with sell-side brokers and industry experts. Required Qualifications & Skills: * Education: Master's degree from a reputed business school. CFA charter is preferred. * Experience: about 15 years of experience as a fund manager with a reputable PMS (Portfolio Management Services) firm. * Investment Expertise: Proven ability to select stocks and construct high-performing portfolios. * Communication & Presentation: Excellent written and verbal communication skills, including the ability to effectively present investment ideas to clients. * Analytical & Quantitative Skills: Strong analytical and quantitative skills with proficiency in financial modelling and data analysis tools (Excel, PowerPoint, Bloomberg). * Research & Writing: Excellent research and writing skills. * Market Knowledge: Deep understanding of financial markets, investment principles, and various sectors. * Attention to Detail: High level of attention to detail and accuracy. * Interpersonal Skills: Strong interpersonal and relationship-building skills. In essence, this role requires a highly skilled and experienced investment professional with a strong track record of success in stock selection and portfolio management. The individual must be a strong communicator, a team player, and possess a deep understanding of the investment landscape. No KPO/BPO research analysts, Indian equity stock picking experienced candidates required. Show more Show less

Job Role Assisting in conducting research in various tax & regulatory aspects in relation to the client. Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc. Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken. Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client. Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner. Assisting in the onboarding as per the internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs. Assisting in on-boarding new experts / consultants in India as well as globally and coordination for seeking appropriate approvals for empaneling them with the Internal committee. Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time. Conducting training sessions for advisors and addressing client specific queries of advisors from time to time. Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year. Assisted in conducted All India RM calls to update them on the changes as part of the above. Liaisioning and coordinating with various consulting firms and internal tax team to understand the nuances and positions adopted. Job Requirements CA with 4-5 yrs experience. Others can apply subject to higher experience. Background in Transaction Tax, International Tax & M&A would be an added advantage. Solution oriented with strong communication skills. Temperament to work in teams. Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels. Preferably have experience and knowledge of dealing with clients and interacting with them efficiently. Local candidates preferred (ref:iimjobs.com)