Investment & Client Operations Associate

IMPORTANT: For those candidates who want to apply, please fill in this online form: https://goo.gl/forms/lBJO5stUsYPMyAgI2 Candidates who do not fill this form MAY NOT BE CONSIDERED.

VACANCY DETAILS

Position: Investment & Client Operations Associate

Name of Company: Wealth Whispers

Location: Marine Lines, Mumbai (In-office)

Compensation: ₹20,000 to ₹50,000 per month, based on skill and role fit

Experience: 0 to 5 years (freshers with strong aptitude welcome)

Education: Graduates preferred (Commerce / Finance / Investments / Capital Markets / Economics)

ABOUT THE ROLE

·    This role is designed for individuals who want to build a serious, long-term career in wealth & mutual funds management, investments, and financial analysis.

·    You will work closely with the founders and be responsible for end-to-end execution and management of a client’s investment-related requirements, including operations, reporting, and analytical support and coordination with stock brokers and mutual fund houses.

·    This is not a sales or client acquisition role. The focus is on servicing, execution, and investment-related analysis & management.

ROLE OVERVIEW

The role combines three key areas:

1.  Client Servicing & Coordination

·    Manage day-to-day execution of client requirements 

·    Coordinate with clients, AMCs, brokers, mutual fund houses and other stakeholders 

·    Ensure timely communication, follow-ups, and task completion 

·    Support preparation and sharing of client reports and portfolios

2.  Investment Operations & Execution

·    Process and execute investment transactions 

·    Maintain and update investment records and MIS 

·    Reconcile investment transactions with bank statements 

·    Manage documentation and ensure data accuracy 

·    Handle reporting systems and operational workflows

3.  Investment Research & Analytical Support

·    Assist in analyzing existing portfolios and investments 

·    Track performance and calculate returns (training will be provided) 

·    Support research on mutual funds, equities, debt, and other instruments 

·    Organize and analyze financial data in Excel 

·    Prepare summaries, dashboards, and presentations

SKILLS AND ATTRIBUTES REQUIRED

·    Strong comfort with numbers and good hold of mathematics

·    Excellent MS Office (Excel, Word, PowerPoint) knowledge with Advanced MS Excel skills

·    Proficient in the use of AI tools (ChatGPT, Gemini, Claude, etc) in regular work

·    Confident and well-spoken in English (oral and written) and Hindi (oral)

·    Strong organizational and time management skills 

·    Ability to take ownership and follow through independently 

·    Problem solving ability

·    Ability to actively seek out opportunities to take action and make improvements even when not instructed to do so

·    Ability to work under pressure

·    Willingness to understand and learn new things; good grasping power

·    Willingness to learn and grow in the field of investments

·    Education/prior experience in finance, accounting or investments related roles

·    (optional) Basic understanding of financial markets / mutual funds 

·    (optional) Prior experience in admin and/or backoffice roles

·    (optional) Basic accounting knowledge

WHO THIS ROLE IS NOT FOR

This role may not be suitable for:

·    Candidates looking for purely administrative or routine work 

·    Candidates not interested in finance or investments 

·    Candidates uncomfortable working with numbers and data 

·    Candidates looking for sales, targets, or incentive-driven roles

GROWTH & LEARNING OPPORTUNITY

This role offers significant exposure and learning in:

·    Investment management and portfolio tracking

·    Financial analysis and reporting

·    Real-world client portfolio handling

·    Potential Growth Path: Client Operations → Investment Analyst → Portfolio / Relationship Manager 

FINAL NOTE

We are looking for someone who combines precision in execution with curiosity for investments and is willing to grow into a key contributor in the wealth management process.

WORK DETAILS:

Work Type: Full-time, in-office job               Location: Marine Lines, Mumbai

Work Timings: 9.30am to 7.00pm (with flexibility based on work requirements); 6 days a week (Mon-Sat)

Interview Time: By appointment only