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
Valuable Communication Skills

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

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