Senior Financial Operations Associate

3 hours ago

Delhi, Delhi, India beBeeWealthManagement Full time ₹ 70,00,000 - ₹ 1,30,00,000

We are seeking a talented Financial Operations Specialist to join our team in New Delhi. This is an immediate opening for candidates who thrive in a high-impact environment and have prior frontline experience in financial services.

About the Role:

The successful candidate will be responsible for:

  • Assisting in developing personalized investment plans aligned to client goals, risk profiles, and investment preferences.
  • Supporting portfolio construction, asset allocation, periodic rebalancing, and investment selection.
  • Conducting research and comparative analysis across various wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
  • Tracking and reporting on market trends, economic developments, and regulatory updates.
  • Providing regular updates on investment performance and market insights to clients.
  • Collaborating with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

Requirements:

  • 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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