Equity Advisor Resume
Objective : As an Equity Advisor, provided financial guidance to individual investors, brokers, and investment consultants. Gathered and assessed data on stocks and bonds, created financial models, and developed forecasts that will lead to informed decisions about investment opportunities.
Skills : Financial Analysis, Market Knowledge, Stock Valuation.
Description :
- Responsible for generating brokerage primarily through advising clients on their equity portfolio.
- Developed and maintained long-term relationships with customers to maintain a high level of retention of Existing customers and focus on generating new business.
- Ensured all the activities were in adherence to compliance and risk.
- Crossed selling third-party products like Mutual funds, SIP, and PMS
- Advised Super HNI clients on Equity, Derivatives, currency, and commodity Markets.
- Individually handled clients with a book size of 25 lacs and above.
- Evaluated the existing investment portfolio of clients, if any, to identify areas that need improvement or rebalancing.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor's Degree In Finance
Equity Advisor Resume
Summary : As an Equity Advisor, identified client needs and developed presentations, then managed and drove teams to deliver projects and support to clients.
Skills : Risk Assessment, Communication, Portfolio Management.
Description :
- Created revenue and Activation of clients through effective Advisory.
- Understood the financial goals, risk tolerance, and investment time horizon of each client.
- Handled Queries and complaints of clients and solved them within TAT.
- Acquired new clients and retained old clients through periodic meetings.
- Profiled clients by conducting in-depth reviews of client's financial requirements, analyzing information, and recommending portfolios.
- Monitored and enhanced Advisor's Advising skills through call tracking, weekly targets and meetings, and conference calls.
- Communicated Intra-day Trading Calls and Investing Ideas to Customers.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Business
Equity Advisor Resume
Summary : As an Equity Advisor, partnered with colleagues across fidelity to define marketplace needs and sales opportunities, created sales collateral and solutions, and presented to internal stakeholders and clients.
Skills : Research, Software Proficiency, Regulatory Compliance.
Description :
- Monitored Day to day-to-day operations at the Branch.
- Maintained Regular Relations with Clients, and generated Brokerage and Volume to The Branch.
- Identified and Developed New Streams for Equity Revenue Growth and Maintaining Cordial Relationships with Existing Clients.
- Developed Relationships with HNI Clients And Generating Leads Through References.
- Created versatile tools essential for quantitative portfolio managers, streamlining their workflows.
- Translated intricate business problems into practical solutions that drive success.
- Evaluated training activities and documentation for equity participants to enhance understanding of all equity-related benefits and responsibilities.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Economics
Equity Advisor Resume
Objective : As an Equity Advisor developed and managed equity programs in domestic and international markets, including the development of program strategy in collaboration with business leaders and business units, and administration of equity compensation programs.
Skills : Client Relationship Management, Portfolio Diversification, Asset Allocation Strategies.
Description :
- Collaborated directly with incoming quantitative teams to address their unique development requirements.
- Constructed robust components that offer ease of use and adaptability to evolving infrastructure and technologies.
- Conducted research to ensure a proper understanding of key business drivers.
- Analyzed and provided information about new investment opportunities.
- Reworked business processes to become more sustainable.
- Provided support for due diligence, including building models, preparing documents, and conducting valuation.
- Worked with PE firms, investors, and high-level executives to ensure the deal was properly executed.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Finance
Equity Advisor Resume
Objective : As an Equity Advisor, managed equity programs both at private and public enterprises, as well as experience managing organizations and their equity programs through an IPO process, mergers, divestitures, or other corporate transformations.
Skills : PMP, CBAP, Capital market, Anti-Money Laundering.
Description :
- Provided roadmaps for compliance and reporting.
- Provided additional working capital as you receive new funding from investors.
- Shared relevant industry connections and networking opportunities.
- Diversified business by integrating new processes and hiring high-quality talent.
- Reduced overhead costs as operations are streamlined.
- Assisted with the development of new products and services.
- Integrated stronger risk management strategies from the rework of infrastructure and systems.
Experience
0-2 Years
Level
Junior
Education
Bachelor's Degree in Economics
Equity Advisor Resume
Objective : As an Equity Advisor, analyzed potential fund investment opportunities, including evaluating the fund managers track record, investment strategy, value-add, and investment team.
Skills : OFSAA, Oracle Financial Services Analytical Applications, Financial, Equity Management.
Description :
- Provided expert insight into growth strategies and dealmaking.
- Gathered and assessed securities data including industry-related stocks and bonds.
- Analyzed company financial reports to determine the market performance of existing securities.
- Used data modeling software and methodologies to create financial forecasts.
- Assisted with the company's initial public offering (IPO), including a stock's value, capitalization, and target price.
- Developed and delivered investment reports to the financial manager and the investment team.
- Provided direction and expert advice on securities to buy, sell, or hold.
Experience
0-2 Years
Level
Fresher
Education
Bachelor's Degree in Finance
Equity Advisor Resume
Objective : As an Equity Advisor, provided financial guidance and expert knowledge of stocks and bonds to investment advisers, brokers, and individual investors.
Skills : Trading, Cross Selling, Equity Broking.
Description :
- Monitored industry and market trends for changes and investment opportunities.
- Stayed up to date with the latest industry news including company sales and mergers.
- Prepared detailed internal investment reports as well as external reports for public presentation.
- Negotiated, structured, and completed fund documentation for clients.
- Supported fundraising activities for the fund as needed.
- Served on Advisory Boards of portfolio entities, as required.
- Attended annual investor meetings for underlying funds.
Experience
0-2 Years
Level
Fresher
Education
Bachelor's Degree in Business
Senior Equity Advisor Resume
Summary : As a Senior Equity Advisor, analyzed financial reports and statements to examine similar companies' market performance to gather a complete picture of stock and bond performance and investment opportunities.
Skills : Derivatives Trading, Share Market, Commodities.
Description :
- Researched securities of target industries and companies to provide investment recommendations.
- Collected and interpreted company data to facilitate recommendations.
- Developed and wrote research reports and publications to be presented to management or shareholders.
- Inputted data into proprietary financial models to create charts, dashboards, and supporting material.
- Maintained up-to-date knowledge of financial services industry happenings and current events.
- Conducted primary research from industry sources.
- Assisted service technicians as needed, including delivery of parts.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Economics
Junior Equity Advisor Resume
Objective : As a Junior Equity Advisor developed and delivered reports to sales, trading, and investment teams that aid in decision-making and ensure profitability through intelligent, well-researched investments and strategies.
Skills : Revenue generation, Strong analytical, Quantitative skills.
Description :
- Read schematics and technical manuals to support OEM repairs.
- Developed, reviewed, and facilitated business approvals for proposals, reports, and contract documents in accordance with policy.
- Responsible for aligning and driving client opportunities within a specific sector area within the market and the region.
- Built relationships with partners to form strategic client relationships, while also identifying potential opportunities outside of the channel.
- Contributed to the development and execution of the sector business strategy with accountability for region-specific strategies and priorities.
- Served as a seller-doer generating work and working with clients to create long-term relationships and delivering long-term value to clients.
- Coordinated and monitored regional network touch points for key clients for each relationship level.
Experience
2-5 Years
Level
Junior
Education
Bachelor's Degree in Finance
Assistant Equity Advisor Resume
Objective : As an Assistant Equity Advisor, combined data gathering and assessment with financial modeling and forecasting to make informed decisions about investment opportunities and risks on both the buy and sell sides of investing.
Skills : Equity Sales, Dealing, Shares, Derivative Market, Online Trading, NSE, Broking.
Description :
- Conducted client surveys to capture accurate feedback and develop action plans to share the positive results and take advantage of the opportunities for improvement across the business line.
- Troubleshooted, diagnosed, and repaired heating, cooling, and electrical failures on all.
- Completed documentation and record keeping as assigned for the position.
- Responsible for providing expertise to the markets to win new business and to ensure repeat business.
- Ensured the appropriate level of expertise, consistent knowledge, and support is given to sector searches.
- Actively engaged in the completion of a high school or advanced academic program aligned with the defined expectations of the position.
- Maintained current knowledge and conducted research on legislation for taxation and planned administration impact in various countries.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Finance
