Financial Services Analyst

4 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 1,00,00,000

Wealth Management Operations

As a Wealth Management Operations Analyst, you will play a key role in delivering exceptional financial services to our esteemed clients.

  • Develop and implement personalized financial plans that align with 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.
  • Monitor 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.

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
  • Ideal candidate will be based in Delhi/NCR
  • Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset

Why us?

We are 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.

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