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Portfolio Development Specialist

1 month ago

Gurgaon, Haryana, India Client Associates Full time

About Client Associates:

As India's first and largest Multi Family Office Firm, we provide a professional platform of Private Wealth Management services.

We are recognized by private clients and the industry at large as pioneers of Family Office in India and one of the best teams of Private Bankers.

Over the last decade, we have 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 Overview:

This Analyst role supports the advisor/relationship team with:

Key Responsibilities:

  • Generate portfolio reports on a monthly basis
  • Analyze monthly portfolios and give recommendations to clients based on markets and proposed asset allocation
  • Strong understanding around Mutual funds, AIF & PMS
  • Restructure portfolios according to changing market dynamics
  • Coordinate with operations teams daily to execute transactions as per action plans
  • Provide daily updates to the advisor/relationship team on actionable/open items and track/resolving the same
Required Skills and Qualifications:

To succeed in this role, you should have:

  • FULL-TIME MBA/PGDM with specialization in Finance or equivalent/B. Com – Economic Hons.
  • Considerable skills in office tools like Excel, PowerPoint, etc.
  • Excellent analytical, problem-solving, and communication skills, being a team player
  • A self-starter, focused, and driven to succeed, result-oriented, organized, and disciplined with ability to manage expectations
  • Client-centricity and quality DNA
Compensation and Benefits:

This role comes with an estimated annual salary of ₹15 lakhs - ₹20 lakhs, depending on experience and performance.