Investment Executive

1 week ago

Hyderabad Telangana, India Sygna Solutions Full time

**About the Role**:
**Key Responsibilities**:

- Assist US-based investment advisors in **client portfolio management**, investment planning, and execution.
- Conduct **market research**, analyze financial data, and prepare reports on investment performance.
- Support **client onboarding, documentation, and KYC processes** in coordination with US compliance teams.
- Monitor **asset allocation, portfolio rebalancing**, and recommend adjustments based on client goals and market conditions.
- Prepare and present **financial reports, investment proposals, and performance summaries**.
- Ensure **compliance with SEC, FINRA, and internal company policies**.
- Collaborate with the **operations and trading teams** for transaction processing and reporting.
- Provide **client support** for investment-related inquiries and service requests during US business hours.
- Stay updated on **US market trends, mutual funds, equities, ETFs, and fixed income products**.

**Required Qualifications**:

- Bachelor’s degree in **Finance, Economics, Accounting, or related field** (MBA/Finance preferred).
- **3-7 years** of experience in investment operations, portfolio management, or financial advisory support.
- Strong understanding of **US investment markets, products, and compliance standards**.
- Experience working with tools such as **Morningstar, Bloomberg, or similar financial platforms**.
- Excellent **analytical, numerical, and communication skills**.
- Proficient in **Excel, PowerPoint, and CRM/Portfolio Management software**.
- Ability to work **independently during US time zones** and manage multiple priorities.

**Preferred Skills**:

- Exposure to **RIA (Registered Investment Advisor)** firms or US wealth management practices.
- Certifications such as **CFA Level 1, CFP, NISM, or FINRA Series** exams (a plus).
- Experience in **financial reporting, trade settlements, or fund administration**.

**What We Offer**:

- Competitive salary and performance-based incentives.
- Opportunity to work with a **US-based investment team** from India.
- Professional growth through **training, certifications, and global exposure**.
- Collaborative and dynamic work culture.

Application Question(s):

- How many years of experience do you have in investment management, portfolio analysis, or financial advisory support?
- Which of the following investment products have you worked with? (Select all that apply)

☐ Equities / ETFs

☐ Mutual Funds

☐ Bonds / Fixed Income

☐ Derivatives

☐ Retirement / 401(k) accounts

☐ None of the above
- Have you previously worked with US-based investment, wealth management, or financial advisory firms?
- Expected CTC

Work Location: In person

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