Qureos Mentor

Equirus Family Office

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 Qualification:
 
 CA/CFA Charter holder/MBA from a reputed Institute.
 
 
 
 
 
 
 Experience
 
 : 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.
 
 
 
 
 
 
 Roles &amp; Responsibilities
 
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 Institutionalizing the Advisory framework - identifying global macro trends and the impact thereof on financial markets and client portfolios.
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 Assimilate and disseminate house views on the economy, markets, and investment products to the team. Work closely with the investment committee.
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 Conducting in-depth diligence across the entire spectrum of investment products.
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 Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
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 Preparing Pitch books/periodical review presentations for new/existing clients.
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 Work closely with product manufacturers globally to ensure best-in-class product availability for our clients.
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 Interact with various stakeholders and be part of the core team, at a group level.
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Product & Research

Join Equirus Family Office and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Equirus Family Office

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