Role: Wealth Management / Investment Research Associate Location: Gurugram

Working Days: 5 Days a Week

Shift: Rotational Shift

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

We are looking for candidates with 6 months or more of experience in Wealth Management, Brokerage, Equity Research, Investment Advisory, Capital Markets, or Financial Services.

Key Responsibilities

- Conduct research and analysis of Equities, ETFs, Mutual Funds, and Cryptocurrencies.
- Monitor market trends, corporate actions, dividends, NAV movements, and company financials.
- Prepare investment research reports and portfolio analysis.
- Support Relationship Managers (RMs) and Investment Advisors with client reporting.
- Coordinate with brokerage, trading, and operations teams.




- Handle brokerage-related operations and client queries.
- Ensure compliance with internal policies and regulatory guidelines.

Required Skills

- Solid understanding of Capital Markets and Investment Products
- Equity & Mutual Fund Analysis
- Financial Statement Analysis
- Portfolio Analysis
- Advanced MS Excel
- Market Research and Report Writing
- Good Communication Skills

Preferred

- NISM Mutual Fund / Equity Certification
- Experience in Stock Broking, PMS, AIF, Investment Banking, or Asset Management

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