Undergraduate/Graduate Require for Wealth Management Executive Job Role
- 6 months+ experience in wealth management operations, equity research, or investment advisory support
- Exposure to equities, ETFs, mutual funds, and crypto instruments
- Experience in portfolio analysis, market research, or client reporting
- Familiarity with corporate actions, dividends, NAV movements, and financial statements
- Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus
Key Skills Required
- Strong understanding of capital markets & investment products
- Equity & fund analysis skills
- Financial statement analysis
- Advanced Excel (pivot tables, lookup formulas, MIS reports)
- Market research & report writing
- NISM Mutual Fund / Equity certification preferred
- Communication & presentation skills
Role Responsibilities
- Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds
- Monitor market trends, corporate actions, dividends, and company financials
- Evaluate investment opportunities and prepare detailed research reports
- Support strategies for wealth management and investment advisory