PORTFOLIO ASST

After 18 years in the financial services industry, we at PeakAlpha believe your first place of work
must answer the following questions in the affirmative: Will your first job set the benchmark for all
your future roles? Will it add to your learning with weekly training sessions and keep you up to date
with all that’s happening in the industry? Will it help you work closely with senior leadership and
learn by osmosis? Will it help you think strategically and lead? Will it give you opportunities to shape
the organization positively and make it future-ready?

First jobs are special because they can set the tone for the rest of your life, and not just your career.
If you have answered yes to the above, come and meet the founders of the multiple award-winning
registered financial advisory services firm, PeakAlpha Investment Services Pvt Ltd. We’re a boutique
firm but with a trophy cabinet that’s groaning with awards from India’s highest financial authorities.
Shyam Sunder, Managing Director (Wharton Business School alum) and Priya Sunder, Director,
(Northwestern Univ alum) founded the business with one goal – to transform the lives of people like
us and help them enjoy the benefits that good financial planning can provide. Financial
independence is the buzzword today but 18 years ago, PeakAlpha introduced the concept to a large
demographic of people who were still working hard instead of making their money work hard.
5000 clients in India and overseas, assets of over 1000 crores under management and growing, a
robust business grounded in ethics and a warm, close-knit and enabling work culture make
PeakAlpha an organization that every fresher must begin and grow with

What do our Wealth Advisors do?

Create and manage tailor-made portfolios for clients that meet their financial needs and
requirements
Ensure active client engagement and participation in financial planning through after-sales service
and client outreach
Generate revenues by aligning appropriate financial instruments to meet client’s financial goals
Represent the organization in public and corporate-sponsored events

Portfolio Assistant: Key Deliverables

Work with the Wealth Advisors on fulfilling the service and redemption requests
Assisting in writing and sending reports
Work on procuring workshops, arranging and organising the same.
Set up initial discussion for potential leads

Key Skills:
Excellent communication, interpersonal and listening skills
Capability to explain complex information in a simple manner
Research and analytical skills
Strong entrepreneurial drive
Ability to engage with people and build deep and high-quality relationships

Our recruitment process for Portfolio Assistants:

Initial round by HR (Telephonic)
Aptitude Test (In-person)
Interview with Wealth Advisor (in-person)
Interview with Management (in-person)