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Associate - Products & Research

ConfidentialMumbai, India

8 days ago

Job description

We are seeking an Associate - Products & Research to join the Atreyi Wealth Management team. The role requires strong financial acumen, analytical skills, and the ability to work closely with both clients and internal stakeholders to deliver tailored investment strategies.

Key Responsibilities :

Conduct in-depth research on financial market trends and investment opportunities to align with client portfolios
Coordinate with the wealth management team to support informed investment decision-making
Participate in meetings with various fund houses across the financial services spectrum to better understand the investment opportunities available in the Indian market
Guide clients in compiling required documentation and information for financial planning purposes

Key Requirements :

Post-Graduate qualification in finance-related disciplines with 0–2 years of relevant experience

Preferred Degrees / Certificates : Master&aposs Degree in Finance / Economics, MBA, Chartered Accountant, or a Chartered Financial Analyst (CFA)

Comprehensive understanding of various investment products

???? Interested candidates are invited to share their profiles at [HIDDEN TEXT], or you could reach out to us via LinkedIn Messenger.

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Skills Required

Financial Acumen, investment strategies, Financial Planning, Analytical Skills

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Research Associate • Mumbai, India