RMV Workforce Corp
Website:
rmvworkforce.com
Job details:
💼 Hiring: Wealth Management Analyst (0.6 – 3 Years Experience)
📍 Location: India
📊 Experience: 6 months – 3 years
We are looking for a detail-oriented Wealth Management Analyst to support our investment advisory and portfolio management functions. This role is ideal for candidates with strong analytical skills and a passion for capital markets.
🔍
Key Responsibilities- Conduct in-depth analysis of equities, ETFs, mutual funds, and cryptocurrencies
- Track market trends, corporate actions, dividends, and financial results
- Prepare research reports and investment notes
- Support portfolio analysis and client reporting
- Assist wealth managers and advisory teams with investment strategies
✅
Required Skills & Experience- 6+ months experience in wealth management, investment advisory, or equity research
- Strong understanding of capital markets & financial instruments
- Hands-on experience with portfolio analysis / market research
- Knowledge of financial statements & corporate actions
- Advanced Excel skills (Pivot Tables, VLOOKUP, MIS reporting)
- Good communication & presentation skills
⭐
Preferred Qualifications- NISM Mutual Fund / Equity certification
- Exposure to PMS / AIF structures
- Experience working with Relationship Managers (RM) or advisory teams
- Basic understanding of cryptocurrencies
🚀
Why Join Us?
- Both side cab facilities .
- Exposure to diverse asset classes
- Work closely with investment experts
- Fast learning environment with growth opportunities
Click on Apply to know more.