Research Analyst – Investments

VisionaryHire LLP; Gurugram District; On-site; INR 500,000 - 900,000; Full time

Job summary

VisionaryHire LLP is seeking a Research Analyst - Investments to support investment research and advisory functions in Gurugram, India. The role involves analysing equities, mutual funds, ETFs, and digital assets while assisting in portfolio analysis and market research.

You will work with Relationship Managers and advisory teams, preparing research reports and MIS dashboards. A background with 6+ months in wealth management or equity research and strong Excel skills is required; NISM

Qualifications

• 6+ months experience in wealth management, equity research, or investment operations.
• Strong understanding of capital markets and investment products.
• Financial statement analysis and portfolio analysis skills.
• Advanced Excel skills for MIS and reporting.

Responsibilities

• Conduct research and analysis on equities, ETFs, mutual funds, and cryptocurrencies.
• Track market trends, corporate actions, dividends, and financial statements.
• Prepare investment research reports and MIS dashboards.
• Support wealth management and investment advisory strategies.
• Work closely with Relationship Managers and advisory teams.

Skills

Advanced Excel

Research

Financial statement analysis

Portfolio analysis

Communication

Presentation

Education

NISM Mutual Fund / Equity certification

Tools

Excel - Pivot/VLOOKUP

Job description

VisionaryHire LLP: Pioneering the Future of Recruitment. We are a leading recruitment company that embraces innovation and disruption in the industry. Our mission is to revolutionize the way companies find top talent and individuals discover their dream careers. With our cutting-edge technology, extensive network, and forward-thinking approach, we empower businesses and candidates to thrive in a rapidly evolving job market.

Join Our VisionaryHire LLP Team and Unleash Your Potential. At VisionaryHire LLP, we believe in the power of individuals and their unique talents. We foster a culture of collaboration, creativity, and continuous learning, providing our employees with the tools and opportunities to grow both professionally and personally. Whether you're an experienced recruiter or just starting your career, join us to be part of an exceptional team that values your skills, rewards your achievements, and supports your professional development.

Employers, Discover the VisionaryHire LLP Advantage. As an employer partnering with VisionaryHire LLP, you gain access to a talent pool of exceptional candidates who embody the qualities of innovation, adaptability, and ambition. Our thorough screening process ensures that we match you with the best-fit candidates who align with your company's vision and culture. With our tailored recruitment solutions and personalized approach, we aim to elevate your hiring process, save you time and resources, and empower you to build high-performing teams that drive your organization’s success.

Job Description

Role: Research Analyst - Investments

We are looking for a motivated Wealth Management Analyst to support investment research and advisory functions. The role involves analyzing equities, mutual funds, ETFs, and digital assets while assisting in portfolio analysis and market research.

Key Responsibilities:

• Conduct research and analysis on equities, ETFs, mutual funds, and cryptocurrencies
• Track market trends, corporate actions, dividends, and financial statements
• Prepare investment research reports and MIS dashboards
• Support wealth management and investment advisory strategies
• Work closely with Relationship Managers and advisory teams

Required Skills & Experience:

• 6+ months experience in wealth management, equity research, or investment operations
• Strong understanding of capital markets and investment products
• Financial statement analysis and portfolio analysis skills
• Advanced Excel (pivot tables, VLOOKUP/XLOOKUP, MIS reports)
• Good research, communication, and presentation skills
• NISM Mutual Fund / Equity certification preferred

Experience: 0.5 - 2 yearsEmployment Type: Full-time