Job
Description
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 opportunities - Support ongoing research and data analysis for advisory decisions - Client Interaction Support - Participate in client meetings and calls along with Relationship Managers - Provide real-time analytical support during discussions - Assist in addressing client queries related to portfolio performance and recommendations - CRM & Advisory Execution - Maintain accurate and up-to-date records in CRM systems - Document investment advice to ensure audit readiness - Support compliance, governance, and internal process requirements To excel in this role, you should possess: - 7+ years of experience in wealth management, investment advisory, or portfolio analytics - Strong analytical skills with advanced proficiency in Excel - Prior experience supporting Relationship Managers in a wealth management setup - Good communication skills with structured and logical thinking - Detail-oriented and comfortable working with data, reports, and analytics Location: Gurgaon If you are a Graduate with a passion for wealth management and investment advisory, we encourage you to apply or reach out for a confidential discussion. 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 opportunities - Support ongoing research and data analysis for advisory decisions - Client Interaction Support - Participate in client meetings and calls along with Relationship Managers - Provide real-time analytical support during discussions - Assist in addressing client queries related to portfolio performance and recommendations - CRM & Advisory Execution - Maintain accurate and up-to-date records in CRM systems - Document investment advice to ensure audit readiness - Support compliance, governance, and internal process requirements To excel in this role, you should possess: - 7+ years of experience in wealth management, investment advisory, or portfolio analytics - Strong analytical skills with advanced proficiency in Excel - Prior experience supporting Relationship Managers in a wealth management setup - Good communication skills with structured and logical thinking - Detail-oriented and comfortable working with data, reports, and analytics Location: Gurgaon If you are a Graduate with a passion for wealth management and investment advisory, we encourage you to apply or reach out for a confidential discussion.
