Investment Advisor

2 weeks ago

haryana, India Hireginie Full time

Advisors / Investment Analysts Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Advisors / Investment Analysts Location: Gurgaon Education: Graduate Experience: 7+ years About the Role: Advisors / Investment Analysts will work closely with Relationship Managers (RMs) to support investment advisory delivery. The role focuses on portfolio analytics, research support, proposal preparation, and advisory execution, ensuring high-quality and consistent outcomes for affluent clients. Key Responsibilities: 1. Portfolio Analytics & Reporting: Prepare portfolio review and performance analysis reports Create rebalancing recommendations based on client goals and market conditions Develop investment proposal simulations and scenario analyses 2. Research & Performance Tracking: Track performance of recommended investment products and portfolios Identify risks, trends, and investment opportunities Support ongoing research and data analysis for advisory decisions 3. Client Interaction Support: Participate in client calls and meetings along with RMs Provide real-time analytical support during discussions Assist in responding to client queries related to portfolio performance and recommendations 4. CRM & Advisory Execution: Maintain accurate and up-to-date records in the CRM system Document investment advice and ensure proper advisory execution and audit readiness Support compliance and internal governance requirements Requirement: Strong analytical skills with advanced proficiency in Excel Prior experience supporting Relationship Managers in a wealth management setup Good communication skills with structured and logical thinking ability Detail-oriented and comfortable working with data and reports About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

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