
Investment Strategy Specialist
19 hours ago
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.
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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Investment Strategy Specialist
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Investment Portfolio Specialist
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6 days ago
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4 weeks ago
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