Hiring: Wealth Management / Investment Research Associate

Location: Gurugram

Experience: 6 Months+

Working Days: 5 Days a Week

Shift: Rotational Shifts

Transportation: Two-Way Cab Facility (within 20 KM radius)

Joining: Immediate Joiners Preferred About the Role

Transcom is looking for Wealth Management / Investment Research Associates with experience in wealth management, brokerage operations, investment research, equity research, or portfolio advisory.

The ideal candidate should have a solid understanding of capital markets and investment products , along with hands-on experience in investment analysis, portfolio support, market research, or client reporting.

Relevant Experience
Minimum 6 months of experience in Wealth Management, Brokerage Operations, Equity Research, Investment Advisory, or a related field.
Exposure to Equities, ETFs, Mutual Funds, and Cryptocurrency products.
Experience in Portfolio Analysis, Market Research, Client Reporting, or Investment Support.
Knowledge of Corporate Actions, Dividends, NAV Movements, Financial Statements, and Capital Markets.
Experience with Brokerage Firms, Wealth Management Companies, Relationship Management (RM) Teams, Investment Advisors, PMS,



or AIFs will be an added advantage.

Key Skills
Robust understanding of Capital Markets and Investment Products.
Equity and Mutual Fund Analysis.
Financial Statement Analysis.
Advanced Excel Pivot Tables, VLOOKUP/XLOOKUP, MIS Reporting.
Market Research and Report Writing.
Solid analytical and problem-solving skills.
Excellent communication and presentation skills.
NISM Mutual Fund / Equity Certification preferred.

Key Responsibilities
Conduct research and analysis on Equities, ETFs, Mutual Funds, and Cryptocurrency products.
Monitor market trends, corporate actions, dividends, and company financial performance.
Evaluate investment opportunities and prepare research reports and analysis.
Support Wealth Management and Investment Advisory teams with investment recommendations and insights.
Assist with portfolio reviews, performance tracking, and client reporting.
Coordinate with Relationship Managers, Investment Advisors, and Brokerage Teams to ensure timely execution and effective client support.
Maintain accurate investment-related data, reports, and MIS.

📌 Wealth Management / Investment Research Associate Gurugram
🏢 PineQ Lab Technology
📍 Gurugram