Wealth Management Operations Analyst

3 days ago

Delhi, Delhi, India Maple Capital Advisors Full time
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 ( 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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