
Portfolio Analyst
13 hours 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:
- Winner "Best Multi Family Office" In India at the AIWMI, India Wealth
Awards 2018
Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
Winner of Citywealth Asian Family Office of the Year,2011
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.
-
Senior Equity Research Analyst
3 days ago
Gurugram, Gurugram, India Green Portfolio Full timeJob Description About the role We are looking for a detail-oriented and analytically strong Equity Research Analyst to join our research team. The ideal candidate will have a passion for financial markets, excellent modeling skills, and the ability to generate insightful research on companies and industries. Key Responsibilities - Conduct detailed...
-
Senior Equity Research Analyst
13 hours ago
Gurugram, India Green Portfolio Full timeAbout the role We are looking for a detail-oriented and analytically strong Equity Research Analyst to join our research team. The ideal candidate will have a passion for financial markets, excellent modeling skills, and the ability to generate insightful research on companies and industries. Key Responsibilities Conduct detailed research and analysis of...
-
Portfolio Analyst
3 days ago
Gurugram, India NatWest Group Full timeJob Description Job Description Join us as a Portfolio Analyst - You'll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach - Working closely with the Portfolio Manager, you'll ensure that we continue to complete accurate monthly reporting and...
-
Analyst, Portfolio Analytics
13 hours ago
Gurugram, India JLL Full timeJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...
-
Senior Analyst- GCS Portfolio Analytics and Insights
13 hours ago
Gurugram, India American Express Full timeAt American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new...
-
Gurugram, India Oxane Partners Full timeAbout your future team: Oxane's expanding Portfolio Management Group (PMG) delivers specialized, platform enabled portfolio management services to global institutional investors. We support diverse private credit + asset classes, including corporate, consumer, and financial products, across various investment structures like Private/Public ABS, Whole Loans,...
-
Portfolio Manager
14 hours ago
Gurugram, India Hireginie Full timeCFP & Sr. Relationship Manager / Investment Advisor Our Clientis a leading fintech platform transforming the way they manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online...
-
Senior Analyst
13 hours ago
Gurugram, India Mercer Full timeCompany:Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment...
-
SEAK Portfolio Revenue Manager
12 hours ago
Gurugram, India IHG Hotels & Resorts Full timeRole Purpose To leverage robust data-driven strategies and tactical support and embedding IHG Revenue ways of working to drive optimal revenue performance in allocated portfolio of hotels Key Accountabilities Work remotely as the direct revenue leader for 2-6 hotels holding daily/weekly/monthly revenue generation calls with the hotels (depending on the...
-
Equity Analyst Internship in Gurgaon
12 hours ago
Gurugram, India Planify Capital Limited Full timeSelected Intern's Day-to-day Responsibilities Include Your responsibilities will also include organizing and maintaining financial data using tools such as MS Excel and Google Sheets, ensuring accurate record-keeping with real-time updates on investor portfolios. You will be expected to manage the report-making process in the Analyst department, presenting...