Investment Advisor (Vashi)

Job Summary: We are looking for a motivated Investment Assistant to support the investment advisory and trading team. The candidate will assist in stock market research, investor communication, and analysis of equity and derivatives markets (F&O;). The role requires knowledge of financial markets, investment products, and basic business analysis. Key Responsibilities: Assist investment advisors in managing client portfolios and investment recommendations. Conduct research on stocks in the cash market and derivatives (Futures & Options). Monitor market trends, indices, and financial news related to equity markets. Prepare investment reports, market summaries, and client presentations. Support trade execution coordination with brokers and internal teams. Maintain client records, investment documentation, and transaction data. Perform basic business analysis related to market opportunities and investment strategies. Assist in preparing daily / weekly market performance reports. Required Skills: Knowledge of Stock Market (Equity, Cash Market, Futures & Options). Understanding of financial instruments and investment products. Solid analytical and research skills. Basic knowledge of financial statements and market indicators. Positive communication and presentation skills. Proficiency in MS Excel and financial data analysis. Preferred Certifications: NISM Certification (Investment Advisor / Equity Derivatives / F&O;). Knowledge of SEBI regulations and compliance standards. Key Competencies: Attention to detail Market research ability Data analysis and reporting Client coordination and communication Immediate Joiner Experience
- 0 to 4 Years only Job Types: Full time, Permanent, Fresher Pay: ₹15,000.00
- ₹25,000.00 per month Benefits:
- Cell phone reimbursement
- Paid sick time
- Paid time off Work Location: In person Apply on Kit Job: kitjob.in/job/4n7b99