Job Description

About the Role:

We are looking for a dynamic

Investment Executive

to support our US investment operations from India. The ideal candidate will have a strong understanding of investment products, portfolio management, client servicing, and financial analysis. You will work closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations.

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.
Job Type: Full-time

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