Senior Vice President – Equity Advisory

About Entrust Family Office

Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs.

Role Overview:

The Senior Vice President – Equity Advisory will lead client-facing equity advisory and execution services. The ideal candidate will have 15+ years of experience in equity advisory from reputed brokerage houses / research firms, deep knowledge of stock fundamentals, strong client engagement capabilities, and a proven track record in advising, executing and managing non-discretionary portfolios for HNIs/UHNIs.

• Position Title: Senior Vice President – Equity Advisory
• Location: Major Financial Centre (e.g., Mumbai / Bengaluru) or as per business needs.
• Company Website: https://www.entrustfamilyoffice.com

Role Responsibilities:

Client Advisory and Sales

• Identify Stock investment ideas across sectors, market caps and themes indigenously and/or in coordination / collaboration with sell-side research analysts

• Construct and actively manage diversified stock portfolio(s) of 15 - 20 stocks for clients under NDPMS, with strong focus on risk management

• Engage with clients on individual stock ideas and / or NDPMS portfolio(s) to present and communicate the investment rationale and to support execution

• Build, nurture and expand long-term client relationships across HNI/UHNI, family offices and institutions • Provide timely and proactive market intelligence to clients on equity markets, corporate actions, and sector developments

Portfolio Monitoring & Reporting

• Oversee non-discretionary equity portfolios and ensure alignment with client objectives and risk profiles

• Track portfolio performance, market movements, corporate actions and rebalance when required

• Create and deliver client-ready reports on holdings, transaction summaries, performance analytics and recommendations

Research & Market Knowledge

• Stay updated on company fundamentals, sector trends, economic indicators and market events

• Collaborate closely with research teams to develop proprietary insights

• Conduct periodic reviews and pitch deck presentations for clients

Compliance & Risk Management

• Ensure regulatory, operational and compliance policies are strictly followed.

• Maintain accurate records of client orders, communications, and documentation.

• Monitor risk exposures, concentration limits, and regulatory requirements.

Key Qualification & Experience:

• 10+ years of experience in Equity Research and Advisory in Indian equities with proven track record in client interaction

• Strong knowledge of market microstructure, trading, corporate actions and their impact on stock price

• Deep understanding of market macros, sector dynamics, business fundamentals, financial statement analysis, valuation metrics and special situations. Understanding of Technical Analysis will be an added advantage

• Experience in non-discretionary equity portfolio management with responsibility for advice and execution

Skills & Competencies:

• Strong communication and presentation skills

• Ability to convince clients on stock ideas backed by fundamentals

• High market awareness, quick decision-making and emotional stability during volatility

• Strong networking and relationship management ability

• Meticulous attention to compliance, documentation and reporting

• Ethical, trustworthy and client-first mindset

Educational Qualification:

• CFA Charter Holder / MBA (Finance) / Chartered Accountant

• Additional certifications such as NISM, FRM are a plus

Compensation:

• Competitive salary and performance-linked incentives.

• ESOP / profit share options may be considered for senior candidates.

Why Join Entrust Family Office?

• Opportunity to work with a high-integrity, fast-growing investment advisory platform serving sophisticated clients

• Significant autonomy to build client relationships, grow assets and deliver advisory value

• A culture of learning, ethics, transparency and growth