Wealth Management : Capital Markets : Gurgaon : 35K CTC : Apply Now

Outpace Consulting Services; Gurugram District; Sur place; INR 400 000 - 600 000; Plein temps

Résumé du poste

Outpace Consulting Services in India is hiring for Wealth Management roles that integrate investment advisory support, equity research, and capital markets knowledge to serve affluent clients.

You will conduct in-depth analyses of equities and funds, monitor market trends, and prepare research reports to support wealth management strategies. Strong Excel, communication, and presentation skills are essential for success.

Qualifications

• 6 months+ experience in Wealth Management operations, Equity Research, or Investment Advisory Support.
• Strong understanding of Capital markets & Investment Products.
• Any Graduate.

Responsabilités

• Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds.
• Monitor market trends, corporate actions, dividends, and company financials.
• Evaluate investment opportunities and prepare detailed research reports.
• Support strategies for wealth management and investment advisory.
• Exposure to equities, ETFs, mutual funds, and crypto instruments.
• Experience in portfolio analysis, market research, or client reporting.
• Familiarity with corporate actions, dividends, NAV movements, and financial statements.
• Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus.
• Equity & fund analysis skills.
• Financial statement analysis.
• Advanced Excel (pivot tables, lookup formulas, MIS reports).
• Market research & report writing.
• NISM Mutual Fund / Equity certification preferred.
• Communication & Presentation skills.

Connaissances

Wealth Management operations

Equity research

Investment advisory support

Capital markets understanding

Advanced Excel

Formation

Any Graduate

Description du poste

Hi,

We are hiring for one of India's leading IT & consulting organizations for the position of Wealth Management.

Summary:

Wealth Management in financial advisory service that integrates investment management, tax planning, estate planning, and risk mitigation for affluent clients.

Key Skills

• 6 months+ experience in Wealth Management operations, Equity Research, or Investment Advisory Support
• Strong understanding of Capital markets & Investment Products
• Any Graduate

Key Responsibilities

• Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds.
• Monitor market trends, corporate actions, dividends, and company financials.
• Evaluate investment opportunities and prepare detailed research reports.
• Support strategies for wealth management and investment advisory.
• Exposure to equities, ETFs, mutual funds, and crypto instruments.
• Experience in portfolio analysis, market research, or client reporting.
• Familiarity with corporate actions, dividends, NAV movements, and financial statements.
• Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus.
• Equity & fund analysis skills.
• Financial statement analysis.
• Advanced Excel (pivot tables, lookup formulas, MIS reports).
• Market research & report writing.
• NISM Mutual Fund / Equity certification preferred.
• Communication & Presentation skills.