Portfolio Analyst
2 weeks ago
About us: Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories: 1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of the Year,2011 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009 Job Description: Analyst support for the advisor/relationship team which will include: • Generate portfolio reports of clients on monthly basis • Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation • Strong understanding around Mutual funds, AIF & PMS • Restructuring the portfolio according to changing market dynamics • Coordinate with operations team on daily basis to execute transactions as per action plan • Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same. Candidate Profile: Prior experience of 1-5 years in similar space Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com/ Eco Hons. Should have considerable skills in office tools like Excel, PowerPoint, etc. Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player Should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations Should have the DNA for client centricity and quality Note: Freshers who have good knowledge & relevant certifications in Wealth management can be considered for a full-time internship which can be converted to a full time analyst position basis performance.
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Portfolio Analyst
2 weeks ago
Gurugram, India Client Associates Full timeAbout us: Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...
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Portfolio Analyst
2 weeks ago
Gurugram, India Client Associates Full timeAbout us: Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...
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Portfolio Analyst
2 weeks ago
Gurugram, India Client Associates Full timeAbout us:Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one...
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Portfolio Analyst
2 weeks ago
Gurugram, India Client Associates Full timeAbout us:Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one...
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Portfolio Analyst
2 weeks ago
Gurugram, India Client Associates Full timeAbout us:Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one...
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Portfolio Analyst
2 weeks ago
Gurugram, Haryana, India, IN Client Associates Full timeAbout us:Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one...
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Portfolio Credit Risk Management
3 days ago
Gurugram, Mumbai, Pune, India Gips Management Advisors Full timeDear Candidate,One of the big 4 is hiring for their Investment banking client:Process Activity: Portfolio Credit Risk Management |Job Type: Independent Contributor (IC) Role: Credit Portfolio Senior Analyst (12) Description: Intermediate role driving credit reviews/approvals and portfolio monitoring to manage exposure and identify migration.Key...
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Product Portfolio Analyst
8 hours ago
Gurugram, Mumbai, India A.P. Moller Maersk Full timeMaersk is a global leader in integrated logistics and have been industry pioneers for over a century. Through innovation and transformation we are redefining the boundaries of possibility, continuously setting new standards for efficiency, sustainability, and excellence.At Maersk, we believe in the power of diversity, collaboration, and continuous learning...
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Portfolio Monitoring
4 weeks ago
Gurugram, India Acuity Knowledge Partners Full timeAbout the RoleThe individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring, valuations and investor reporting...
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Portfolio Monitoring
4 weeks ago
Gurugram, India Acuity Knowledge Partners Full timeAbout the RoleThe individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring, valuations and investor reporting...
