DSR Office - Investment Associate

Company Description:

Navatris Investments is a boutique family office and a private wealth management firm founded by Dr. D Srinivasa Reddy, also the founder and chairman of Optimus Pharma. Optimus Pharma was established in 2004 and within 20 years, it has emerged as one of India's fastest-growing pharmaceutical companies, setting a benchmark for excellence in the industry. Optimus Pharma's global standards and presence are a testament to innovation, quality, and strategic vision.

After achieving great success in the Pharmaceutical Industry, he has now stepped into the world of wealth management. Navatris Investments is a forward-thinking investment firm that takes a long-term view, focusing on value creation and wealth preservation. The firm's investment strategy is guided by rigorous research, due diligence, and risk management practices.

Dr. D. Srinivasa Reddy is a visionary investor with a passion for nurturing innovative ideas. With a diverse investment portfolio spanning multiple sectors and verticals, Navatris Investments is dedicated to fuelling growth and fostering entrepreneurial spirit. The different investments of Navatris can be categorized into Real Estate, Equity (both listed & unlisted space), Debt, and Venture Capitalism.

As a family office, Navatris Investments operates independently, making investment decisions aligned with the Desireddy family's goals and values.

This is a full-time on-site role for a Wealth Manager in Kondapur. As a Wealth Manager, you will be responsible for analyzing investments in Equities - Listed & Unlisted companies, Debt Funds and Real Estate.

Responsibilities:

1. Strong understanding of financial markets, investment products, and wealth management strategies

2. Excellent communication and interpersonal skills

3. Ability to analyze financial information and provide appropriate recommendations

4. Candidate will be a key member of the investment banking team and would be involved in analyzing private equity, venture capital, debt fund raising and mergers & acquisition transactions.

Qualifications:

1. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification preferred

OR

2. Bachelor's or Master's degree in Finance, Economics, Business, or related field from Tier I Colleges. Proven track record of successfully managing client relationships and Portfolios