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Investment Executive Sygna Solutions

4.0 - 8.0 years

0 Lacs

hyderabad, telangana

On-site

As an Investment Executive supporting US investment operations from India, your role will involve working closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations. Your key responsibilities will include: - Assisting US-based investment advisors in client portfolio management, investment planning, and execution. - Conducting market research, analyzing financial data, and preparing reports on investment performance. - Supporting client onboarding, documentation, and KYC processes in coordination with US compliance teams. - Monitoring asset allocation, portfolio rebalancing, and recommending adjustments based on client...

Posted 1 month ago

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