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Investment Advisor / Research Analyst

0 years

0 Lacs

chandigarh india

Posted:13 hours ago| Platform: Linkedin logo

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Skills Required

research certifications planning risk compliance strategies reports onboarding support portfolio tracking communication presentation

Work Mode

On-site

Job Type

Full Time

Job Description

mandatory NISM certifications


Required Certifications. All certifications are mandatory:-

  • NISM Series XA – Investment Adviser (Level 1)

  • NISM Series XB – Investment Adviser (Level 2)

  • NISM Series XV – Research Analyst


The ideal candidate should be capable of:

  • Providing SEBI-compliant investment advice
  • Preparing equity/market research reports
  • Analysing stocks, sectors, and portfolios
  • Helping in investment planning and risk profiling
  • Maintaining compliance records and documentation


Responsibilities

  • Develop investment strategies and recommendations
  • Research Indian equities, derivatives, and market trends
  • Prepare reports, insights, and research notes
  • Handle client onboarding & risk-profile assessments
  • Ensure all advisory work follows SEBI guidelines
  • Support portfolio tracking and performance reporting


Skills Required

  • Strong market research & analytical skills
  • Good understanding of technical & fundamental analysis
  • Good communication and presentation skills
  • Ethical, reliable, and compliance-focused mindset
  • Salary / Compensation
  • Competitive salary based on experience
  • Performance-based incentives
  • Growth opportunities within the company

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