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Principal Officer

5.00 to 10.00 Years   Bangalore   13 Jan, 2021
sunness capital india private limited
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Job DescriptionAt Sunness, our strategy and people help us deliver the industrys most successful top-down, bottom-up investment process. Now, we are seeking an experienced Principal Officer who can add a fresh, unique approach to our team. In this role, youll support the full project lifecycle for a large portfolio, with a focus on leading project-level reviews, optimizing and maintaining project standards, proactively identifying improvement, analytical reporting, and training staff. Not only will you be comfortable having high-level conversations with business leaders to understand individual portfolios, youll help us define KPIs and create a roadmap of company-wide operations.Objectives of this Role

  • Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level
  • Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
  • Deliver sound investment advice and strategies strategy based on market performance
  • Develop and implement project management methodologies and best practices to build on your teams skills and capabilities
  • Contribute to the establishment of a common set of practices, tools and templates for portfolio, program, and project-level management and ensure standards are being followed
Daily and Monthly Responsibilities
  • Manage the day-to-day operations of the portfolio, establish the working plan of each project phase
  • Analyze and appraise the effectiveness of sales methods, costs, and results
  • Facilitate project review and checkpoint meetings
  • Produce and analyze portfolio/project-level reports against key performance indicators
  • Escalate issues that threaten portfolio and project success
Skills and Qualifications
  • a professional qualification in finance, law, accountancy or business management from a university or an institution recognized by the Central Government or any State Government or a foreign university or a CFA charter from the CFA institute
  • Current certificates, which may include CFA, CFP, CAIA
  • NISM X certificates Level 1 and 2
  • experience of at least five years in related activities in the securities market including in a portfolio manager, stockbroker, investment advisor, research analyst or as a fund manager
  • Knowledge of securities, insurance, and mutual fund industries
  • Personal integrity and the ability to keep client and company confidences
  • Proficient with financial planning software

Keyskills :
business developmentportfoliocfpcaiainvestment advisorybusiness managementcfamutual fund industriessecurities insurancenism x

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