Wealth Management

Relevant Experience to Look For (Shortlisting Criteria) • 6 months+

• Experience in wealth management operations, equity research, or investment advisory support
• Exposure to equities, ETFs, mutual funds, and crypto instruments
• Experience in portfolio analysis, market research, or client reporting
• Familiarity with corporate actions, dividends, NAV movements, and financial statements
• Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus

Key Skills Required

• Strong understanding of capital markets & investment products
• Equity & fund analysis skills
• Financial statement analysis
• Advanced Excel (pivot tables, lookup formulas, MIS reports)
• Market research & report writing
• NISM Mutual Fund / Equity certification preferred
• Communication & presentation skills

Role Responsibilities

• Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds
• Monitor market trends, corporate actions, dividends, and company financials
• Evaluate investment opportunities and prepare detailed research reports
• Support strategies for wealth management and investment advisory