
Wealth Management Operations Analyst
4 days ago
Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management
to join our team in New Delhi. This is an immediate opening for candidates who thrive in an
entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private
Equity transactions.
About Maple Capital Advisors
Maple Capital Advisors ( is a leading boutique investment banking and
advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth
management. We operate in both domestic and cross-border deal making, with deep India expertise
and a strong international network through Pandion Partners (
We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and
end-to-end deal execution.
Role Overview:
As a Wealth Management Operations Analyst, you will be responsible for:
- Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
- Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
- Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
- Track and report on market trends, economic developments, and regulatory updates.
- Provide regular updates on investment performance and market insights to clients.
- Coordinate client meetings and manage operational/documentation requirements.
- Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.
What we're looking for
- 1-2 years of experience in wealth management, private banking, or financial advisory
- Familiarity with financial markets, investment products and portfolio management strategies
- Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
- Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams
Qualifications
- Bachelor's degree in Finance, Economics, or related fields
- Strong academic record and interest in long-term career in wealth management
- Proficiency in financial planning tools, portfolio software, and MS Office
- Ideally based in Delhi/NCR
- Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset
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