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 & Client Advisory (Bengaluru)
🏢 Entrust Family Office
📍 Bengaluru