Requirements: - 2+ years of financial advisory/portfolio analysis/financial planning experience. - Passionate about financial analysis and markets. - Strong analytical and problem-solving skills. - Sound knowledge about investment instruments (MFs, equities, bonds etc). - Strong Excel &amp; presentation skills. - High ownership and attention to detail. - Strong communication and writing skills. Key Responsibilities: - Advising on the portfolio of HNIs/UHNIs. - Assisting the wealth advisors with financial concepts, research and understanding product features. - Tracking macro-economic and regulatory indicators and providing high-quality insights and recommendations. - Conducting due diligence of new and existing investment products. - Constantly thinking like an entrepreneur and creating ways to make advisory smart, dynamic and scalable.

Gurgaon/Gurugram

INDwealth - Portfolio Analyst  

INDwealth - Portfolio Analyst   ,Job Description for INDwealth - Portfolio Analyst   in INDwealth in  Gurgaon/Gurugram for (2-5) years of experience. Apply Now!

Job Description for INDwealth - Portfolio Analyst   in INDwealth in  Gurgaon/Gurugram for (2-5) years of experience. Apply Now!