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Investment Analyst/ Wealth Advisor

Hireginie

7.0 - 11.0 years

All india, Gurugram

On-site

As an Advisor / Investment Analyst at our technology-enabled financial services firm in the wealth and investment advisory space, you will play a crucial role in supporting portfolio construction, analytics, and advisory execution. Working closely with Relationship Managers, your responsibilities will include: - Portfolio Analytics & Reporting - Prepare portfolio review and performance analysis reports - Create rebalancing recommendations aligned to client goals and market conditions - Develop investment proposals, simulations, and scenario analyses - Research & Performance Tracking - Track performance of recommended investment products and portfolios - Identify risks, trends, and investment...

Posted 1 month ago

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