Job Opening: Wealth Management / Investment Research Associate

Location: Gurugram

Working Days: 5 Days a Week

Shift: Rotational Shift

Transportation: Both-Side Cab Facility (Within 20 KM Radius)

Job Summary

We are hiring Wealth Management / Investment Research Associates with experience in wealth management, brokerage operations, equity research, investment advisory support, or capital markets. The ideal candidate should have a strong understanding of investment products, market trends, and portfolio analysis while supporting relationship managers and investment advisors with research and client servicing.

Key Responsibilities

- Conduct in-depth research and analysis of equities, ETFs, mutual funds, bonds, and cryptocurrencies.
- Monitor market trends, corporate actions, dividends, NAV movements, earnings announcements, and financial news.
- Prepare investment research reports, portfolio reviews, and market insights.
- Support wealth managers, relationship managers (RMs), and investment advisors with investment recommendations and client reporting.
- Analyze company financial statements, valuation metrics, and sector performance.
- Track portfolio performance and identify investment opportunities based on market conditions.
- Coordinate with brokerage teams, trading desks, and operations teams for smooth execution of investment transactions.
- Assist clients with brokerage-related queries, investment products, order execution updates, portfolio holdings, and transaction reports.
- Support brokerage operations including equity, mutual fund, ETF,



and trading account activities.
- Ensure compliance with internal investment policies and regulatory guidelines.

Eligibility
- Minimum 6 months of experience in Wealth Management, Brokerage Operations, Equity Research, Investment Advisory, Capital Markets, or Financial Services.
- Experience working with broking firms, stockbrokers, wealth management companies, PMS, AIF, or investment advisory firms will be preferred.
- Exposure to equities, ETFs, mutual funds, fixed-income products, and cryptocurrencies.
- Knowledge of portfolio analysis, client reporting, investment research, and financial markets.
- Prior experience supporting Relationship Managers (RM), Investment Advisors, or Brokerage Operations is an added advantage.

Required Skills
- Robust understanding of Capital Markets & Investment Products
- Equity Research & Fund Analysis
- Financial Statement Analysis
- Portfolio Management & Performance Analysis
- Market Research & Investment Report Writing
- Advanced MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, MIS Reports)
- Understanding of Corporate Actions, Dividends, NAV Movements, and Market Events
- Excellent Communication and Presentation Skills
- NISM Mutual Fund or Equity Certification (Preferred)

Preferred Industry Experience
- Wealth Management
- Stock Broking / Brokerage
- Investment Banking
- Capital Markets
- Asset Management Companies (AMC)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- FinTech Investment Platforms

📌 Wealth Management / Investment Research Associate (Gurugram)
🏢 Pineq Technology Labs
📍 Gurugram