Investment Strategy Specialist

19 hours ago


Gurgaon, Haryana, India Prospurts Full time
Company Overview

We are a leading wealth management firm serving working professionals and new-age entrepreneurs, providing personalized plan-based solutions to achieve long-term sustainable wealth.

We differentiate ourselves by adopting a counter-cultural approach, focusing on an annuity-driven model that enables us to deliver holistic services to our clients, incorporating our wellness program for their physical and mental wellbeing.

Job Requirements
  • Monitor and analyze capital markets, economic indicators, and government influences on various investment asset classes.
  • Conduct extensive research and analysis on investment products, financial markets, and economic trends.
  • Create detailed financial reports, investment frameworks, and asset class performance reviews for internal and client use.
  • Negotiate with Asset Management companies, PMS houses, and technology partners for updates and offerings.
  • Develop domain expertise in Wealth products, including Mutual Funds, Alternative Investment Funds, Portfolio Management Services, and Bonds.
  • Support the execution of wealth management strategies and contribute to the team's success.
Work Setting

We have offices in Gurgaon - MG Road and New Delhi – Barakhamba Road, both conveniently located near metro stations. The role may require flexibility to work from either office depending on the need.



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