Job Description

We are hiring for a Advisor / Investment Analyst role with a leading AI-enabled wealth management firm serving affluent familiesRoles & Responsibilities- Prepare portfolio reviews, rebalancing reports, and investment proposals.- Track market trends and conduct research on equity/debt products.- Support RMs with analytics, presentations, and client calls.- Maintain CRM updates, documentation, and advisory execution quality.- Coordinate with research, product, and compliance teams.Requisites- 4-6 years in investment advisory/wealth management/analytics.- Strong Excel, analytics, and understanding of mutual funds & asset allocation.- Good communication and structured thinking.- Degree in Finance/Commerce; MBA/CFA/NISM preferred.If this interests you, please reply with your updated CV or feel free to connect.Upasana PawarMaster Mind Consultancy70454 59729 (ref:updazz.com)

Skills Required