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. Position Overview: Associate – Portfolio Review & Client Advisory The Associate will be responsible for reviewing client portfolios, conducting independent investment research, and assisting in buy, hold, and sell recommendations. The role requires a combination of analytical capability, investment judgment, and client interaction skills. The individual will work closely with senior investment professionals while developing independent views on stocks and portfolio positioning. Job Title: Associate – Portfolio Review & Client Advisory

Location:
Mumbai BKC on site

Experience:
5 years in Equity research, Wealth Management, Portfolio Advisory, Investment Consulting, PMS, Broking, or related financial services. Reporting To: Fund Manager-Direct Equity

Key Responsibilities
Portfolio Review & Advisory
• Conduct periodic review of client portfolios across asset classes with a primary focus on equities.
• Assess portfolio performance, risk, diversification, sector allocation, and alignment with client objectives.
• Identify opportunities for portfolio enhancement and recommend corrective actions.
• Generate actionable Buy / Hold / Sell recommendations supported by fundamental analysis. Investment Research
• Perform independent fundamental research on listed companies.
• Analyze financial statements, annual reports, investor presentations, earnings calls, and industry reports.
• Develop investment notes, stock recommendations, and valuation models.




• Track portfolio holdings and monitor developments impacting investment theses.
• Stay updated on market trends, sector developments, regulatory changes, and macroeconomic factors. Client Engagement
• Interact regularly with clients regarding portfolio performance and investment recommendations.
• Explain investment rationale, risks, and expected outcomes in a clear and professional manner.
• Participate in review meetings and investment discussions with clients.
• Build long-term relationships through high-quality service and timely communication. Decision Support
• Assist in formulating investment strategies and portfolio actions.
• Monitor existing recommendations and revise views when facts change.
• Maintain documentation of research, recommendations, and client communications. Reporting & Analytics
• Prepare portfolio review presentations and client reports.
• Track investment performance versus benchmarks.
• Generate insights on portfolio trends and investment opportunities. Required

Skills:
Technical Skills
• Solid understanding of equity markets and valuation methodologies.
• Ability to analyze financial statements and business models.
• Knowledge of portfolio construction and risk management principles.
• Proficiency in Excel and PowerPoint.
• Familiarity with Bloomberg, Screener, Ace Equity, Trendlyne, or similar research platforms is desirable. Behavioral Skills
• Strong analytical and critical thinking ability.
• High level of ownership and accountability.
• Excellent verbal and written communication skills Educational Qualifications
• Post Graduate degree preferred (MBA Finance, PGDM, CFA, CA, FRM or equivalent).
• Strong understanding of equity markets, financial statements, and investment concepts.

📌 Portfolio Review (Bengaluru)
🏢 Entrust Family Office
📍 Bengaluru