Investment Analyst/ Wealth Advisor

Hireginie; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

A technology-enabled financial services firm is seeking Advisors / Investment Analysts to support portfolio construction and client interactions in wealth management. The ideal candidate will have over 7 years of experience, strong analytical skills, and proficiency in Excel. Responsibilities include preparing portfolio reviews, creating investment proposals, and client meeting support. Interested candidates may apply for a confidential discussion regarding this exciting opportunity.

Qualifications

• 7+ years of experience in wealth management, investment advisory, or portfolio analytics.
• Prior experience supporting Relationship Managers in a wealth management setup.
• Detail-oriented and comfortable working with data, reports, and analytics.
• Good communication skills with structured and logical thinking.
• Detail-oriented and comfortable working with data, reports, and analytics.

Responsibilities

• Prepare portfolio review and performance analysis reports.
• Create rebalancing recommendations aligned to client goals and market conditions.
• Track performance of recommended investment products and portfolios.
• Track performance of recommended investment products and portfolios.
• Identify risks, trends, and investment opportunities.
• Support ongoing research and data analysis for advisory decisions.
• Participate in client meetings and calls along with Relationship Managers.
• Assist in addressing client queries related to portfolio performance and recommendations.
• Maintain accurate and up-to-date records in CRM systems.
• Document investment advice to ensure audit readiness.
• Support compliance, governance, and internal process requirements.

Skills

Analytical skills

Proficiency in Excel

Communication skills

Attention to detail

Education

Graduate

Job description

Hiring: Advisors / Investment Analysts – Wealth Management

We are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. The firm follows a research-led advisory model and works closely with affluent clients, supported by strong governance and compliance standards.

This role works in close partnership with Relationship Managers (RMs) to ensure high-quality investment advisory delivery through analytics, research, and structured execution.

Role Overview

The Advisor / Investment Analyst will support portfolio construction, analytics, and advisory execution. The role requires strong analytical capability, attention to detail, and comfort working with data, reports, and client-facing investment material.

Key Responsibilities

• Prepare portfolio review and performance analysis reports
• Create rebalancing recommendations aligned to client goals and market conditions
• Develop investment proposals, simulations, and scenario analyses

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

Client Interaction Support

• Participate in client meetings and calls along with Relationship Managers
• Assist in addressing client queries related to portfolio performance and recommendations

CRM & Advisory Execution

• Maintain accurate and up-to-date records in CRM systems
• Document investment advice to ensure audit readiness
• Support compliance, governance, and internal process requirements

Candidate Profile

• 7+ years of experience in wealth management, investment advisory, or portfolio analytics
• 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
• Detail-oriented and comfortable working with data, reports, and analytics

Location & Application

Location: Gurgaon

Experience: 7+ years

Education: Graduate

Interested candidates may apply or reach out for a confidential discussion.