Piyasa Sen
Coordinator – Investment Advisory | Former HR & Admin Assistant | Client Servicing & Portfolio Support | Recruitment & Onboarding | Data, Documentation & Compliance Enthusiast
- Role
- Coordinator Investment Advisor at EY
- Location
- Kochi, KL, IN
- LinkedIn followers
- 500 followers
About Piyasa Sen
I am an experienced and detail-oriented Administrative Assistant with a passion for…
Experience
Coordinator Investment Advisor
Jun 2025 — Present
Key Responsibilities Include: • Acting as a liaison between clients and investment advisors, ensuring timely and accurate communication. • Assisting with client onboarding, documentation, investment account coordination, and compliance support. • Preparing client reports, presentations, and performance summaries to support advisory decisions. • Supporting internal processes with data analysis, research, and regulatory documentation. • Maintaining working knowledge of market trends, investment products, and financial planning strategies. • Ensuring all actions comply with SEBI regulations and internal standards.This role is part of a structured path to becoming a Person Associated with Investment Advice (PAIA), and eventually progressing toward full RIA registration (subject to regulatory qualifications and experience). I will also be working toward completing: • NISM-Series-X-A: Investment Adviser (Level 1) • NISM-Series-X-B: Investment Adviser (Level 2)I’m looking forward to deepening my skills in investment operations, client advisory coordination, and regulatory compliance—and I’m excited for what lies ahead in the world of personal finance and wealth advisory.
Education
University of Calcutta
B.A
2017 — 2020
Belghariya mahakali girl’s high school
Intermediate
Sukchar balika vidyayatan
Higher secondary
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