Advisor Investment Analyst

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title : Advisor / Investment Analyst

Experience : 4-6 Years

Location : Gurgaon

Roles & Responsibilities:

Prepare portfolio review reports rebalancing summaries and investment proposals.
Track market trends and conduct research on equity and debt products.
Support RMs with analytics presentations and client interactions.
Maintain CRM updates documentation accuracy and advisory execution quality.
Coordinate with research product and compliance teams for smooth delivery.

Requisites:

Experience in investment advisory wealth management or analytics roles.
Strong analytical skills with proficiency in Excel and understanding of mutual funds & asset allocation.
Good communication skills with a structured detail-oriented approach.
Degree in Finance/Commerce; MBA/CFA/NISM preferred.

Required Skills:

Wealth ManagementAsset AllocationMutual Funds

Job Title : Advisor / Investment Analyst Experience : 4-6 YearsLocation : GurgaonRoles & Responsibilities: Prepare portfolio review reports rebalancing summaries and investment proposals. Track market trends and conduct research on equity and debt products. Support RMs with analytics presentation...