Investment Executive (US)

About the Role:

We are looking for a dynamic Investment Executive to support our US investment operations from India. The ideal candidate will have a strong understanding of investment products, portfolio management, client servicing, and financial analysis. You will work closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations.

Key Responsibilities:

• Assist US-based investment advisors in client portfolio management, investment planning, and execution.
• Conduct market research, analyze financial data, and prepare reports on investment performance.
• Support client onboarding, documentation, and KYC processes in coordination with US compliance teams.
• Monitor asset allocation, portfolio rebalancing, and recommend adjustments based on client goals and market conditions.
• Prepare and present financial reports, investment proposals, and performance summaries.
• Ensure compliance with SEC, FINRA, and internal company policies.
• Collaborate with the operations and trading teams for transaction processing and reporting.
• Provide client support for investment-related inquiries and service requests during US business hours.
• Stay updated on US market trends, mutual funds, equities, ETFs, and fixed income products.

Required Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA/Finance preferred).
• 3–7 years of experience in investment operations, portfolio management, or financial advisory support.
• Strong understanding of US investment markets, products, and compliance standards.
• Experience working with tools such as Morningstar, Bloomberg, or similar financial platforms.
• Excellent analytical, numerical, and communication skills.
• Proficient in Excel, PowerPoint, and CRM/Portfolio Management software.
• Ability to work independently during US time zones and manage multiple priorities.

Preferred Skills:

• Exposure to RIA (Registered Investment Advisor) firms or US wealth management practices.
• Certifications such as CFA Level 1, CFP, NISM, or FINRA Series exams (a plus).
• Experience in financial reporting, trade settlements, or fund administration.

What We Offer:

• Competitive salary and performance-based incentives.
• Opportunity to work with a US-based investment team from India.
• Professional growth through training, certifications, and global exposure.
• Collaborative and dynamic work culture.

Job Type: Full-time

Application Question(s):

• How many years of experience do you have in investment management, portfolio analysis, or financial advisory support?
• Which of the following investment products have you worked with? (Select all that apply)

☐ Equities / ETFs

☐ Mutual Funds

☐ Bonds / Fixed Income

☐ Derivatives

☐ Retirement / 401(k) accounts

☐ None of the above

• Have you previously worked with US-based investment, wealth management, or financial advisory firms?
• Expected CTC

Work Location: In person