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Wealth Management Associate
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Wealth Management Associate

MOHAMMAD FAIZ's profile picture
Posted by MOHAMMAD FAIZ
0 - 5 yrs
₹3L - ₹4.5L / yr
Delhi, Gurugram, Noida, Ghaziabad, Faridabad
Skills
Wealth management
ETF
Mutual funds
Crypto
Market Research
Financial reporting
Equity
Equity derivatives
Financial statements
Global Trade Services

Job Role: Wealth Management Associate.

Job Location: Gurugram (Onsite)

Job Type: Full Time.


Relevant Experience:

  • Minimum 6 months 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.
  • Familiarity with corporate actions, dividends, NAV movements, and financial statements.
  • Experience working with RM teams / PMS / AIF setups preferred


Key Skills:

  • Capital markets & investment products knowledge
  • Equity & fund analysis
  • Financial statement analysis
  • Advanced Excel & MIS
  • NISM certification preferred
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Growing Stars Consulting Private Limited

Founded :
2023
Type :
Products & Services
Size :
20-100
Stage :
Bootstrapped

About

N/A

Company social profiles

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Shubham Vishwakarma

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