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Job Description
Role: Research Analyst – Investments
We are looking for a motivated Wealth Management Analyst to support investment research and advisory functions. The role involves analyzing equities, mutual funds, ETFs, and digital assets while assisting in portfolio analysis and market research.
Key Responsibilities:
- Conduct research and analysis on equities, ETFs, mutual funds, and cryptocurrencies
- Track market trends, corporate actions, dividends, and financial statements
- Prepare investment research reports and MIS dashboards
- Support wealth management and investment advisory strategies
- Work closely with Relationship Managers and advisory teams
Required Skills & Experience:
- 6+ months experience in wealth management, equity research, or investment operations
- Strong understanding of capital markets and investment products
- Financial statement analysis and portfolio analysis skills
- Advanced Excel (pivot tables, VLOOKUP/XLOOKUP, MIS reports)
- Good research, communication, and presentation skills
- NISM Mutual Fund / Equity certification preferred
Experience: 0.5 – 2 years Employment Type: Full-time