Advisor - Investment Analysts

Description:

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Advisors / Investment Analysts

Location: Gurgaon

Education: Graduate

Experience: 7+ years

About the Role: Advisors / Investment Analysts will work closely with Relationship Managers (RMs) to support investment advisory delivery. The role focuses on portfolio analytics, research support, proposal preparation, and advisory execution, ensuring high-quality and consistent outcomes for affluent clients.

Key Responsibilities:

1. Portfolio Analytics & Reporting:

- Prepare portfolio review and performance analysis reports

- Create rebalancing recommendations based on client goals and market conditions

- Develop investment proposal simulations and scenario analyses

2. Research & Performance Tracking:

- Track performance of recommended investment products and portfolios

- Identify risks, trends, and investment opportunities

- Support ongoing research and data analysis for advisory decisions

3. Client Interaction Support:

- Participate in client calls and meetings along with RMs

- Provide real-time analytical support during discussions

- Assist in responding to client queries related to portfolio performance and recommendations

4. CRM & Advisory Execution:

- Maintain accurate and up-to-date records in the CRM system

- Document investment advice and ensure proper advisory execution and audit readiness

- Support compliance and internal governance requirements

Requirement:

- Strong analytical skills with advanced proficiency in Excel

- Prior experience supporting Relationship Managers in a wealth management setup

- Good communication skills with structured and logical thinking ability

- Detail-oriented and comfortable working with data and reports

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.