Job Summary

We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.

Key Responsibilities:

- Support wealth management operations, including trade execution, settlement, and reconciliation.
- Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
- Conduct market research and track market trends, economic developments, and investment opportunities.
- Prepare client reports, portfolio statements, MIS, and analytical reports.
- Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
- Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
- Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
- Handle client/internal queries and support process improvements and ad-hoc requirements.

Candidate Requirements:

- Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research,



Investment Advisory, or Portfolio Analysis.
- Strong understanding of capital markets and investment products.
- Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
- Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
- Understanding of corporate actions, dividends, NAV movements, and financial statements.
- Experience with RM, PMS, or AIF setups will be preferred.
- Strong Advanced Excel and MIS reporting skills.
- NISM certification will be an added advantage.

Key Skills:

- Portfolio & Equity Analysis (PEA)
- Capital Markets & Investment Products
- Financial & Fund Analysis
- Advanced Excel & MIS
- Analytical & Problem-Solving Skills
- Attention to Detail & Accuracy
- Good Communication & Interpersonal Skills
- Ability to work under deadlines and in a fast-paced setting
- Flexibility to work in rotational shifts and rotational week offs

Skills:- Equity, Equity derivatives, Private equity, Portfolio management, Investment analysis, S&P; Capital IQ, Investment banking, Wealth management, Mutual funds and Financial analysis

📌 Wealth Management Associate (Delhi)
🏢 Growing Stars Consulting Private
📍 Delhi