Research Executive

Company Description

Wealth First Advisors Pvt. Ltd. is a boutique investment advisory firm specializing in personalized wealth management solutions for High Net-worth Individuals, Family Offices, Corporates, and Institutions. Established in 2001, Wealth First emphasizes long-term financial planning through data-driven analysis and in-house research to help clients achieve their financial goals. With over 300 years of combined experience, the team fosters financial awareness and delivers tailored investment strategies, ensuring long-term security and wealth maximization for its clients.

Role Overview:

We are looking for a Research Executive with hands-on experience in capital markets to support investment research and portfolio management. The role requires good understanding of equity, mutual funds, fixed income products and other asset classes

Key Responsibilities:

• Track markets, financial products, economic indicators, and corporate developments
• Prepare research notes, investment briefs, and presentation material for advisors and clients
• Support portfolio construction, review, and performance analysis
• Assist in product evaluation and due diligence of mutual funds and bonds
• Maintain investment databases and research documentation
• Assist the Research Head in all relevant activities

Preferred Qualifications:

• Commerce/Economics/Finance graduate or post-graduate
• CFA Level I (or pursuing) is an advantage

Required Skills & Experience:

• 1–2 years of experience in research in wealth management organisations
• Good understanding of equity markets, mutual funds, fixed income products and other asset classes
• Ability to analyze financial statements, market data and macro-economic trends
• Proficiency in creating professional Presentations and research documents to convey analytical findings
• Excellent Communication skills for presenting insights and collaborating with teams
• Ability to work independently as well as in a collaborative on-site environment