Hiring: Wealth Management / Investment Research Associate
Location: Gurugram
Experience: 6 Months+
Working Days: 5 Days a Week
Shift: Rotational Shifts
Transportation: Two-Way Cab Facility (within 20 KM radius)
Joining: Immediate Joiners Preferred About the Role
Transcom is looking for Wealth Management / Investment Research Associates with experience in wealth management, brokerage operations, investment research, equity research, or portfolio advisory.
The ideal candidate should have a strong understanding of capital markets and investment products, along with hands-on experience in investment analysis, portfolio support, market research, or client reporting.
Relevant Experience
- Minimum 6 months of experience in Wealth Management, Brokerage Operations, Equity Research, Investment Advisory, or a related field.
- Exposure to Equities, ETFs, Mutual Funds, and Cryptocurrency products.
- Experience in Portfolio Analysis, Market Research, Client Reporting, or Investment Support.
- Knowledge of Corporate Actions, Dividends, NAV Movements, Financial Statements, and Capital Markets.
- Experience with Brokerage Firms, Wealth Management Companies, Relationship Management (RM) Teams, Investment Advisors, PMS, or AIFs will be an added advantage.
Key Skills
- Strong understanding of Capital Markets and Investment Products.
- Equity and Mutual Fund Analysis.
- Financial Statement Analysis.
- Advanced Excel Pivot Tables, VLOOKUP/XLOOKUP, MIS Reporting.
- Market Research and Report Writing.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.
- NISM Mutual Fund / Equity Certification preferred.
Key Responsibilities
- Conduct research and analysis on Equities, ETFs, Mutual Funds, and Cryptocurrency products.
- Monitor market trends, corporate actions, dividends, and company financial performance.
- Evaluate investment opportunities and prepare research reports and analysis.
- Support Wealth Management and Investment Advisory teams with investment recommendations and insights.
- Assist with portfolio reviews, performance tracking, and client reporting.
- Coordinate with Relationship Managers, Investment Advisors, and Brokerage Teams to ensure timely execution and effective client support.
- Maintain accurate investment-related data, reports, and MIS.