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
- Strong understanding of Capital Markets and Investment Products
- Equity & Mutual Fund Analysis
- Financial Statement Analysis
- Portfolio Analysis
- Advanced MS Excel
- Market Research and Report Writing
- Positive Communication Skills
Preferred
- NISM Mutual Fund / Equity Certification
- Experience in Stock Broking, PMS, AIF, Investment Banking, or Asset Management