Advisor / Investment Analyst

MASTER MIND CONSULTANCY

4 - 6 years

0 Lacs

gurgaon

Posted:1 week ago| Platform: GlassDoor logo

Apply

Skills Required

portfolio reports rebalancing research support analytics crm documentation compliance management excel communication finance

Work Mode

On-site

Job Type

Part Time

Job Description

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.

More Jobs at MASTER MIND CONSULTANCY

Analyst

Mumbai

1.0 - 3.0 yrs

Salary: Not disclosed

GMIT- Associate

Mumbai, Maharashtra

6.0 - 9.0 yrs

Salary: Not disclosed

GSO - Service Enabling Technology

Pune, Maharashtra

18.0 - 25.0 yrs

Salary: Not disclosed

Data Modeler

Pune, Maharashtra

8.0 - 8.0 yrs

INR 0 - 0 Lacs

Testing Lead - SAP

Bengaluru

5.0 - 10.0 yrs

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.