Equity Advisor
Equity Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities:
Planify is hiring investment banking (Sell Side) to cater to highnetworth individualsby offering Pre IPO Startup investment advice and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding private equity and wealth management space. Someone who can take ownership of providing the best opportunities to investors to invest in startup and private equity space.
Location: Gurugram
Job Role & Responsibilities:
- Provide independent rigorous decisionmaking across the Private Investments portfolio(Private Equity).
- Approaching HNI Clients Family offices and VCs to invest in companyapproved startups and secondary sales of Private firms.
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Monitor existing Private Investments via periodic update meetings and calls with managers reviewing performance reports quarterly letters and all other manager correspondence.
- Develop strategies to discover new potential investors.
- Ability to work with founders CFO to help in equity restructuring and in helping them raise funds.
Qualification/Skills:
- 3 years experience in the relevant field.
- Post graduation in any field is must
- Strong Understanding of Capital/Stock Markets
- Strong Understanding of Fund Raising and IPOs
- Ability to work with tight deadlines
- Experience with valuation modeling and financial forecasting
- Should have good communication skills and an attitude to grow & work smart
- Strong Analytical skills
- Selfstarter proactive & targetoriented.
- Strong networking & relationship building skills.
- Well organized customerservice oriented and driven by a desire to consistently achieve top results
investment,financial forecasting,wealth management,customer,networking,communication skills,startup funding,capital markets,financial planning,analytical skills,investment advisory,fund raising,valuation,relationship building,investment banking,investments,private equity,ipos
Employment Type
Full Time
