About the role
Requirements:
- Minimum 6 months of experience in wealth management operations, equity research, or investment advisory support.
- Exposure to equities, ETFs, mutual funds, and crypto instruments.
- Experience in portfolio analysis, market research, and client reporting.
- Knowledge of corporate actions, dividends, NAV movements, and financial statements.
- Experience working with RM teams, PMS, or AIF setups preferred.
Key Skills:
- Strong knowledge of capital markets and investment products.
- Equity and fund analysis.
- Financial statement analysis.
- Advanced Excel and MIS reporting.
- NISM certification preferred.