Wealth Management Associate

Job Summary

We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.

Key Responsibilities

Support wealth management operations, including trade execution, settlement, and reconciliation.

Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.

Conduct market research and track market trends, economic developments, and investment opportunities.

Prepare client reports, portfolio statements, MIS, and analytical reports.

Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.

Analyze financial statements, equities, mutual funds, ETFs, and other investment products.

Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.

Handle client/internal queries and support process improvements and ad-hoc requirements.

Candidate Requirements

Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.

Strong understanding of capital markets and investment products.

Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.

Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.

Understanding of corporate actions, dividends, NAV movements, and financial statements.

Experience with RM, PMS, or AIF setups will be preferred.

Strong Advanced Excel and MIS reporting skills.

NISM certification will be an added advantage.

Key Skills

Portfolio & Equity Analysis (PEA)

Capital Markets & Investment Products

Financial & Fund Analysis

Advanced Excel & MIS

Analytical & Problem-Solving Skills

Attention to Detail & Accuracy

Good Communication & Interpersonal Skills

Ability to work under deadlines and in a fast-paced environment

Flexibility to work in rotational shifts and rotational week offs