Key Responsibities:

1. Execute daily stock market transactions.

2. Update investment records in investment software on a daily basis.

3. Manage and monitor the family's investment portfolio.

4. Prepare stock reports and portfolio performance reports.

5. Conduct research on recent investment products.

6. Support investment strategy and decision-making.

7. Maintain investment-related accounts and reconciliations.

8. Utilize AI tools for investment research, report preparation, and data analysis.

9. Track macroeconomic trends, interest rates, inflation, sector outlooks, and policy changes.

10. Attend investment webinars, seminars, conferences, and industry events to stay updated on market trends, enhance investment knowledge, and provide informed inputs for investment decisions.





Preferred Skills:

Strong knowledge of equity markets and investment products.

Excellent analytical and Excel skills.

Familiarity with financial statements and portfolio reporting.

Experience using AI tools such as Claude, ChatGPT, Perplexity, Microsoft Copilot, or similar platforms.

High attention to detail and confidentiality.

Experience:

1-3 years of experience in portfolio management, wealth management, family office, investment advisory, or equity research.

Pay: ₹20,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Financial Analyst (Charni Road)
🏢 3 SOULS JEWELLERY
📍 Charni Road