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Growing Stars Consulting Private Limited
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Wealth Management Associate

Wealth Management Associate

Growing Stars Consulting Private Limited

0 years

3 - 4 Lacs

faridabad haryana india

Posted:2 days ago| Platform:

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Skills Required

management research portfolio analysis excel certification reporting

Work Mode

On-site

Job Type

Full Time

Job Description

Job Role:

Wealth Management Associate.

Job Location:

Gurugram (Onsite)

Job Type:

Full Time.

Relevant Experience

Minimum 6 months experience in wealth management operations, equity research, or investment advisory support.
Exposure to equities, ETFs, mutual funds, and crypto instruments.
Experience in portfolio analysis, market research, and client reporting.
Familiarity with corporate actions, dividends, NAV movements, and financial statements.
Experience working with RM teams / PMS / AIF setups preferred

Key Skills

Capital markets & investment products knowledge
Equity & fund analysis
Financial statement analysis
Advanced Excel & MIS
NISM certification preferred

Skills:- Wealth management, ETF, Mutual funds, Crypto, Market Research, Financial reporting, Equity, Equity derivatives, Financial statements and Global Trade Services

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