4 Investment analysis Jobs in Delhi, NCR and Gurgaon | Investment analysis Job openings in Delhi, NCR and Gurgaon

Job Summary

We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.

Key Responsibilities:

• Support wealth management operations, including trade execution, settlement, and reconciliation.
• Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
• Conduct market research and track market trends, economic developments, and investment opportunities.
• Prepare client reports, portfolio statements, MIS, and analytical reports.
• Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
• Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
• Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
• Handle client/internal queries and support process improvements and ad-hoc requirements.

Candidate Requirements:

• Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
• Strong understanding of capital markets and investment products.
• Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
• Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
• Understanding of corporate actions, dividends, NAV movements, and financial statements.
• Experience with RM, PMS, or AIF setups will be preferred.
• Strong Advanced Excel and MIS reporting skills.
• NISM certification will be an added advantage.

Key Skills:

• Portfolio & Equity Analysis (PEA)
• Capital Markets & Investment Products
• Financial & Fund Analysis
• Advanced Excel & MIS
• Analytical & Problem-Solving Skills
• Attention to Detail & Accuracy
• Good Communication & Interpersonal Skills
• Ability to work under deadlines and in a fast-paced environment
• Flexibility to work in rotational shifts and rotational week offs

Job Title: SEBI Registered Investment Advisor (RIA)

Location: Noida

Job Summary

We are seeking a SEBI Registered Investment Advisor (RIA) to provide independent, unbiased financial and investment advice to clients in accordance with SEBI (Investment Advisers) Regulations, 2013. The advisor will assess client financial goals, risk tolerance, and investment horizon to develop personalized investment strategies while ensuring full regulatory compliance.

Key Responsibilities

·Provide independent and client-centric investment advice across asset classes such as equities, mutual funds, bonds, ETFs, and alternative investments.

·Conduct financial planning and portfolio analysis based on clients’ financial goals, income, liabilities, and risk appetite.

·Develop and implement investment strategies and asset allocation plans.

·Ensure full compliance with SEBI (Investment Advisers) Regulations and Code of Conduct.

·Maintain detailed client risk profiling and suitability assessments.

·      Prepare and deliver portfolio performance reports and periodic reviews

·Stay updated on market trends, economic developments, and regulatory changes.

·Maintain proper documentation, records, and disclosures as required by SEBI.

·Educate clients on investment risks, diversification, and long-term financial planning.

·Avoid conflicts of interest and maintain complete transparency in advisory services.

Required Qualifications

· SEBI Registered Investment Advisor certification or eligibility for RIA registration.

·Certification from NISM Series X-A and X-B (Investment Adviser Level 1 & Level 2) or equivalent recognized qualification.

·Bachelor’s or master’s degree in finance, economics, business administration, commerce, or a related field.

Experience

·Minimum 5-8 years of experience in financial advisory, wealth management, or investment research.

Regards,

Radhika Sharma

HR Manager

Estabizz Fintech private limited

JOB LOCATION: Noida Sector 62 (On-site role)

TIMINGS: 9:30 AM – 6:30 PM (Monday to Saturday with First Saturday Off)

TYPE: Full Time

Compensation: INR 30,000 – 45,000* per month + Performance based incentives

EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial

services.

EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or Business preferred). Certifications: NISM or related market certifications preferred but not mandatory.

Role Overview

As a Senior Investment Counselor, you will be responsible for converting leads into active clients through effective communication, need analysis, and presentation of company’s research-backed stock market products. You will play a pivotal role in driving the

company’s sales targets while maintaining the highest level of professionalism and client satisfaction.

Key Expectations

● Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.

● Consistent achievement of 70% of monthly targets is mandatory to earn the fixed component.

● Demonstrate high professionalism, persistence, and performance-driven work ethics.

● Ensure quality client interactions focused on transparency and trust.

Key Responsibilities

● Engage with leads provided by the company and convert them into active clients through consultative discussions.

● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable research products.

● Consistently meet and exceed weekly and monthly sales targets.

● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.