Careers

 

About Banyan Tree

Banyan Tree Advisors is a portfolio management company established in 2004, and based in Bangalore, India. We are registered with the Securities and Exchanges Board of India (SEBI), and are subject to its rules and regulations regarding capital requirements, disclosure and auditing norms. As of Mar 2022, we manage about Rs 3,774 crores from 1,706 clients. We started Banyan Tree Advisors with the conviction that it was possible to grow wealth for our clients through hard work, diligence and a lot of discipline. The trust and confidence reposed in us by our clients remain our greatest joy.

  1. Senior Research Analyst

    • Team: Research & Portfolio Management
    • Reports to: Head of Research
    • Location: Bengaluru / Mumbai

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    Role Description:

    The key deliverable will be to maintain in-depth, timely and high quality research on companies within our investible universe and support the Portfolio Managers to make investment decisions

    Core Responsibilities:

    The responsibilities include:

    • Creation of financial models and analyse companies’ historic performance based on these models
    • Interact with managements of companies, attend conferences/management calls and build investment hypotheses and present to the internal team of analysts and Portfolio Managers
    • Maintain and update the financial models on a quarterly basis and update the
      team on any new developments on the performance of these companies
    • Identify and present new investible ideas that fit our investment philosophy
    • Gather, populate and analyze industry-level and macro-economic data which is used by the research team on a regular basis. The role also involves periodic updating of these datasets
    • Work with the research team to analyse industry and company-specific trends, gather information and enhance research process

    Skills:

    • Excellent understanding of financial statements and business economics
    • Strong analytical and communication skills
    • Attention to detail
    • Energetic, proactive, and hardworking
    • Independent Thinker
    • Good communication skills
    • Learning attitude – reading books/new subjects
    • Team member
    • Advanced level of Microsoft Excel and use of technology

    Qualifications and Experience:

    • CA / CFA/ MBA
    • 3-5 years of relevant experience in equity research
    • Strong academic track record

    Our commitments:

    • We are an equal opportunities employer and encourage diversity in the work place
    • A healthy work-life balance
    • Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
    • Excellent learning and growth potential
    • Strong value system
  2. Research Analyst

    • Team: Research & Portfolio Management
    • Reports to: Head of Research
    • Location: Bengaluru / Mumbai

    ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­________________________________________________________________________

     

    Role Description:

    The key deliverable will be to create, maintain and update financial models of
    companies in our investible universe.

    Core Responsibilities:

    • Creation of financial models and analyze companies’ historic performance based on these models
    • Interact with managements of companies, attend conferences/management calls and build investment hypotheses and present to the internal team of analysts and Portfolio Managers
    • Maintain and update the financial models on a quarterly basis and update the
      team on any new developments on the performance of these companies
    • Gather, populate and analyze industry-level and macro-economic data which is used by the research team on a regular basis. The role also involves periodic updating of these datasets
    • Work with the research team to analyse industry and company-specific trends, gather information and enhance research process

    Skills:

    • Excellent understanding of financial statements and business economics
    • Strong analytical and communication skills
    • Attention to detail
    • Energetic, proactive, and hardworking
    • Independent Thinker
    • Good communication skills
    • Learning attitude – reading books/new subjects
    • Team member
    • Advanced level of Microsoft Excel and use of technology

    Qualifications and Experience:

    • CA / CFA/ MBA
    • 1-3 years of relevant experience in equity research
    • Strong academic track record

    Our commitments:

    • We are an equal opportunities employer and encourage diversity in the work place
    • A healthy work-life balance
    • Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
    • Excellent learning and growth potential
    • Strong value system
  3. Relationship Manager/Senior Relationship Manager
    (3 open positions)

    • Team: Client Experience and Business Development
    • Reports to: Director
    • Location: Bengaluru & Mumbai

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    Role Description:

    The role involves cultivating and nurturing long-term relationships with existing and prospective clients. The incumbent is expected to represent our investment philosophy and values to clients and ensure excellent client experience

    Core Responsibilities:

    The responsibilities include:

    • Explaining our investment philosophy to prospective clients and ensure alignment
    • Conduct investment discussions with clients, independently or in consultation
      with investment management team
    • Ensure compliance requirements are adhered to
    • Address client queries in a proactive manner
    • Cultivate strong relationships
    • Represent client to internal teams and provide feedback
    • There are no financial targets

    Skills:

    • Client and service orientation
    • Excellent communication and presentation skills
    • Understanding of financial markets
    • Ability to engage with clients in a non-transactional manner
    • Building long-term relationships
    • Energetic, proactive, and hardworking
    • Collaborative approach

    Qualifications and Experience:

    • MBA (preferred but not mandatory) or Postgraduate from reputed institutes
    • 2-5 years’ experience in relationship management role in any industry
    • Strong academic track record
    • Relevant regulatory certification that may be required from time to time

    Our commitments:

    • We are an equal opportunities employer and encourage diversity in the work place
    • A healthy work-life balance
    • Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
    • Excellent learning and growth potential
    • Strong value system