Wealth Management

Wealth Management Associate Location: Transcom, Gurgaon – Sector 30 Employment Type: Full-Time (Backend / Non-Voice) Experience: Minimum 6 months relevant experience (Mandatory) Education: Graduate / Undergraduate Work Mode: Work From Office Shift: Rotational Working Days: 5 Days Working Job Description: We are hiring a Wealth Management Associate to support backend investment operations involving equities, ETFs, mutual funds, and crypto instruments. The role focuses on portfolio analysis, market research, corporate actions tracking, and reporting to support wealth management and investment advisory teams. Key Responsibilities: Analyse equities, ETFs, mutual funds, and crypto portfolios Track market trends, NAV movements, dividends, and corporate actions Prepare investment research reports and MIS dashboards Support wealth management and advisory teams with analysis and reporting Review financial statements and company fundamentals Ensure compliance with internal processes and NISM guidelines Key Skills & Keywords Wealth Management, Investment Operations, Equity Analysis, Mutual Funds, Portfolio Analysis, Market Research, Advanced Excel, Corporate Actions, NISM