Portfolio Analyst

14 hours ago

Gurugram Haryana India, IN Client Associates Full time

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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