Advisor/Investment Analyst

We are hiring for a Advisor / Investment Analyst role with a leading AI-enabled wealth management firm serving affluent families

Roles & Responsibilities:

- Prepare portfolio reviews, rebalancing reports, and investment proposals.

- Track market trends and conduct research on equity/debt products.

- Support RMs with analytics, presentations, and client calls.

- Maintain CRM updates, documentation, and advisory execution quality.

- Coordinate with research, product, and compliance teams.

Requisites:

- 4-6 years in investment advisory/wealth management/analytics.

- Strong Excel, analytics, and understanding of mutual funds & asset allocation.

- Good communication and structured thinking.

- Degree in Finance/Commerce; MBA/CFA/NISM preferred.