Advisor / Investment Analyst

5 days ago

Gurugram, India MASTER MIND CONSULTANCY Full time

Job Title :  Advisor / Investment Analyst Experience : 4-6 Years Location : Gurgaon Roles & Responsibilities: Prepare portfolio review reports, rebalancing summaries and investment proposals. Track market trends and conduct research on equity and debt products. Support RMs with analytics, presentations and client interactions. Maintain CRM updates, documentation accuracy and advisory execution quality. Coordinate with research, product and compliance teams for smooth delivery. Requisites: Experience in investment advisory, wealth management or analytics roles. Strong analytical skills with proficiency in Excel and understanding of mutual funds & asset allocation. Good communication skills with a structured, detail-oriented approach. Degree in Finance/Commerce; MBA/CFA/NISM preferred.

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