Analyst - Wealth Management
3 weeks ago
Job Description Mission Deliver high-quality investment research, portfolio insights, and product recommendations by analyzing wealth management products, monitoring market movements, and supporting client advisory teams with data-backed decisions. Key Outcomes (What Success Looks Like)1. Market & Product Research - Analyze and recommend suitable wealth management products across Debt, Equity, Hybrid, and Alternative categories. - Maintain updated knowledge of Indian market products and global trends. - Prepare weekly insights on market movements and product performance. 2. Mutual Fund & Product Performance Monitoring - Track daily NAV movements of key mutual fund schemes. - Analyze reasons behind scheme performance vs. underperformance. - Maintain updated rankings, ratings, and research notes on mutual funds. 3. Reporting & Documentation - Write clear, data-backed reports, articles, and product notes. - Prepare investment recommendation summaries for internal and client use. - Maintain high-quality documentation with accuracy and attention to detail. 4. Coordination With Sales & Advisory Teams - Work closely with the sales/business development team to understand client needs. - Provide analytical support for deciding the best investment options tailored for clients. - Participate in discussions to evaluate feasibility, risk, and suitability of recommendations. 5. Client Portfolio Review & Analysis - Conduct in-depth assessment of client and potential client portfolios. - Provide analytical insights, risk profiling support, and improvement suggestions. - Prepare portfolio review reports and comparison analyses. 6. AMC Coordination & Relationship Support - Liaise with Asset Management Companies (AMCs) for product information, data sourcing, and research inputs. - Maintain communication logs, updated product notes, and AMC interactions. 7. Data Management & Internal Tools Updating - Maintain and update internal tools, databases, and performance sheets. - Ensure accuracy of analytical models and financial datasets used across the organization. 8. Continuous Learning & Market Awareness - Read extensively to stay updated on market trends, regulatory changes, new products, and global developments. - Share relevant insights with internal teams to support better decision-making. Competencies (Skills & Behaviors) - Financial Analysis Strong understanding of equity, debt, hybrid products, and portfolio analytics. - Financial Modeling Proficiency in Excel-based models and quantitative analysis. - Analytical Thinking Ability to interpret data, identify patterns, and derive insights. - Communication Skills Clear writing and structured report presentation. - Attention to Detail High accuracy in data handling and documentation. - Research Orientation Ability to explore markets, products, and evolving investment themes. - Coordination Smooth communication with sales, AMCs, and internal teams. - Learning Agility Strong willingness to stay updated with new financial products and trends. Cultural Fit (Company Values) - Expertise Commitment to research excellence and domain depth. - Consistency Regular updates, disciplined monitoring, and reliable reporting. - Ownership Responsibility for accuracy of data, insights, and recommendations. - Adaptability Ability to work in a tech-enabled, evolving wealth advisory environment. Candidates can also send CVs on [Confidential Information]
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Wealth Manager
5 days ago
Lucknow, India Nuvama Wealth Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager located in Lucknow. The Wealth Manager will be responsible for assisting clients in achieving their financial goals through strategic financial planning and effective asset management. Day-to-day tasks include...
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Wealth Management Analyst
2 days ago
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Wealth Management Analyst
2 weeks ago
Kolkata, West Bengal, India, West Bengal PDM Investment & Trading Company Pvt. Ltd. Full timeAnalyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...
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Senior Wealth Manager
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