Designation: Wealth Management / Investment Research Associate in the subdomains of Brokerage/Cryptocurrency Location: Gurugram, Sector 30

Working Days: 5 Days a Week

Shift& Week Offs: Rotational

Transportation: Both-Side Cabs

Joining: Immediate Joiners Preferred

Relevant Experience

- Minimum 6 months of experience in Wealth Management, Brokerage Operations, Digital Assets, Equity Research, or Investment Advisory.
- 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 working with Brokerage Firms, Wealth Management Companies, RM Teams, Investment Advisors, PMS, or AIF setups will be an 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.
- NISM Mutual Fund/Equity Certification is preferred.
- Excellent Communication and Presentation Skills.

Key Responsibilities

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

Drop your resumes at: " [email protected]"

📌 Wealth Management Associate - Brokerage/Crypto (Gurugram)
🏢 PineQ Lab Technology
📍 Gurugram