(Apply in 3 Minutes) Wealth Management Analyst/ Investment Analyst
3 weeks ago
BugleRock Capital (formerly o3 Securities) is a wealth management firm located in Bengaluru. We cater to private clients, institutions, and families, providing services in wealth management, asset management, and multi-family office. Our goal is to help our clients achieve their financial objectives through comprehensive and personalized strategies.
Role Description
This is a full-time on-site role for a Wealth Management Analyst/Investment Analyst. The analyst will be responsible for conducting financial analysis, researching investment opportunities, and assisting in portfolio management. The role also involves providing investment advice to clients, monitoring market trends, and staying updated on financial news and regulations.
Qualifications
- Analytical Skills, Investments, and Finance- Strong interpersonal skills and ability to build relationships- Excellent communication skills, both written and verbal- Attention to detail and ability to work with complex financial data- Knowledge of investment strategies and financial markets- Experience in wealth management or investment analysis is a plus- Bachelor's and Master's degree in Finance, Economics, or a related field- Professional certifications such as CFA or CFP are preferred
-
Investment Analyst
4 weeks ago
delhi, India Marquee Equity Full timeJob Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity’s relationships with them on an ongoing basisYou will be primarily working in creating...
-
▷ [Apply in 3 Minutes] Marketing Analyst
3 weeks ago
Delhi, India BORZO Full timeBORZO is a fast and flexible citywide delivery service operating in 7 countries. We complete more than 200,000 deliveries per day while working with different types of clients from small online stores to large enterprises.Borzo provides unparalleled convenience to businesses and people, all the while creating millions of self-managed courier jobs, and...
-
▷ [3 Days Left] Investment Analyst
4 weeks ago
Delhi, India Marquee Equity Full timeJob Description – Investment AnalystROLES AND RESPONSIBILITIES:- You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity’s relationships with them on an ongoing basis- You will be primarily working in...
-
Analyst
2 days ago
New Delhi, India Terracegate Full timeCompany DescriptionTerracegate is a leading service provider to global family offices and wealth management firms.We provide accounting services for investments including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax support...
-
Analyst
3 days ago
delhi, India Terracegate Full timeCompany Description Terracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax...
-
Investment Analyst
2 days ago
Delhi, India Grow Your Staff Full timeGrow Your Staff is looking for an Investment Analyst for a Debt advisory firm based out of London, United Kingdom. The position is a full-time opportunity in Hyderabad, India, or who is willing to relocate. The role will have excellent growth opportunities. You will work directly with the team based in the UK.Experience required : 5+ yearsCTC : INR 10 LPA-...
-
Chief Technology Officer
2 weeks ago
delhi, India Flexi Analyst Full timeCompany DescriptionFlexi CTO is an upcoming product of Flexi Analyst.Flexi CTO will be a place for helping startups and enterprise to get Vetted CTO : ContractRole DescriptionThe Chief Technology Officer is responsible to define, planning, execute, maintain and own the overall IT landscape including various services in technology, software application...
-
Investment Banking Analyst
1 week ago
Delhi, India Marquee Equity Full timeJob Description – Investment Analyst ROLES AND RESPONSIBILITIES: You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service and manage Marquee Equity’s relationships with them on an ongoing basis. You will be primarily working on...
-
Investment Banking Analyst
4 weeks ago
delhi, India Marquee Equity Full timeJob Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service and manage Marquee Equity’s relationships with them on an ongoing basis.You will be primarily working on creating...
-
Analyst
3 days ago
New Delhi, India Terracegate Full timeCompany DescriptionTerracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax support...
-
Investment Analyst
2 days ago
new delhi, India Grow Your Staff Full timeGrow Your Staff is looking for an Investment Analyst for a Debt advisory firm based out of London, United Kingdom. The position is a full-time opportunity in Hyderabad, India, or who is willing to relocate.The role will have excellent growth opportunities. You will work directly with the team based in the UK.Experience required : 5+ yearsCTC : INR...
-
(Apply in 3 Minutes) Data Analyst
1 week ago
Delhi, India PriceWho Inc. Full timeCompany DescriptionPriceWho is an online platform that helps users find and track the best products, deals, and coupons on the internet. Our mission is to save users time and money by providing them with insights and information that help them make the right purchase decisions.Role DescriptionThis is a full-time remote role for a Data Analyst. You will be...
-
Analyst
4 days ago
Greater Delhi Area, India Terracegate Full timeCompany DescriptionTerracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax support...
-
Investment Analyst
2 weeks ago
delhi, India Smilegate Investment Full timeAbout Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...
-
Wealth Manager
7 days ago
delhi, India GA Capital Management Private Limited Full timeWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...
-
Wealth Manager
7 days ago
Delhi, India GA Capital Management Private Limited Full timeWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...
-
Investment Banking Analyst
4 weeks ago
Delhi, India Marquee Equity Full timeJob Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service and manage Marquee Equity’s relationships with them on an ongoing basis. You will be primarily working on creating...
-
Investment Banking Analyst
4 weeks ago
delhi, India Marquee Equity Full timeJob Description – Investment Analyst ROLES AND RESPONSIBILITIES: You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service and manage Marquee Equity’s relationships with them on an ongoing basis. You will be primarily working on...
-
Delhi, India KYC4U - AML Compliance specialists Full timeKYC4UKYC4U is an anti-money laundering verification (CDD) outsourcing provider to businesses in United Kingdom. The company specialises and works with real estate industry in UK to provide anti money laundering checks for deals carried out by estate agents.We are looking for a KYC Analyst to work as part of our home-based team spread all over India. The...
-
Data Analyst
2 weeks ago
Delhi, India Marks and Spencer Reliance India Private Limited Full timeJob Title: Data AnalystTotal Experience: 2+ yearsLocation - Gurgaon HOKey Deliverables (Essential functions & Responsibilities of the Job):·- Maintain business analysis and data recording for use throughout the department- Accurately analyze and collect data for various types of business reports- Regularly examine data reports to locate and resolve mistakes...