Client Associates | Portfolio Analyst | gurugram
1 month ago
About us:
Client Associates (CA) is India’s first and largest “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.
Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the “Best Team of Private Bankers” in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories:
1. Winner “Best Multi Family Office” In India at the AIWMI, India Wealth
Awards 2018
2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
3. Winner of Citywealth Asian Family Office of the Year,2011
4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009
Job Description:
Analyst support for the advisor/relationship team which will include:
• Generate portfolio reports of clients on monthly basis
• Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation
• Strong understanding around Mutual funds, AIF & PMS
• Restructuring the portfolio according to changing market dynamics
• Coordinate with operations team on daily basis to execute transactions as per action plan
• Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same.
Candidate Profile:
Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com – Economic Hons.
Should have considerable skills in office tools like Excel, PowerPoint, etc.
Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player.
Should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations.
Should have the DNA for client centricity and quality.
-
Green Portfolio | Wealth Manager | gurugram
2 months ago
gurugram, India Green Portfolio Full timeAbout Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We...
-
Green Portfolio | Operations Intern
1 week ago
gurugram, India Green Portfolio Full timeAbout Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We are...
-
gurugram, India IILM University, Gurugram Full timeIILM Law School is a leading Law School offering BA LL. B(H), BBA LL. B(H), LL. M and Ph. D Programmes. We invite applications for the positions of Professor, Associate Professor, and Assistant Professor(s) in the IILM Law School. We seek highly qualified Professionals with expertise in the areas of Constitutional Law, Criminal Laws, Corporate and Commercial...
-
gurugram, India IILM University, Gurugram Full timeIILM Law School is a leading Law School offering BA LL. B(H), BBA LL. B(H), LL. M and Ph. D Programmes. We invite applications for the positions of Professor, Associate Professor, and Assistant Professor(s) in the IILM Law School. We seek highly qualified Professionals with expertise in the areas of Constitutional Law, Criminal Laws, Corporate and...
-
Associate - Gurugram
3 months ago
Gurugram, Haryana, India Nexdigm Full timeLocation City - Gurugram - Department - Finance and Accounts - Experience - 0 - 2 Years - Salary - INR - Designation - Associate - Total Position - 1 - Employee Type - Third Party- Job Description
-
gurugram, India Comptech Associates Full timeAre you ready to kickstart your career in IT recruitment? Comptech is hiring passionate Associate US IT Recruiters (Freshers) to join our team ONSITE in Gurugram!Position: Associate US IT Recruiter (Freshers)Location: Gurugram (Will work from office 5 days/week)Work hours: 6.30 PM to 3.30 AM ISTCab facility provided two ways.***Candidates local to Delhi NCR...
-
Emori | Operations Associate | gurugram
1 month ago
gurugram, India Emori Full timeCompany Description Emori is an online store based in Gurugram that specializes in selling real Gold & lab Diamond jewelry. The lab diamonds sold are identical to natural diamonds, eco-friendly, and cost significantly less. Emori offers a wide selection of certified products that come with a 30-day free return and Lifetime exchange policy. Location & days ...
-
Emori | Operations Associate | gurugram
1 month ago
gurugram, India Emori Full timeCompany DescriptionEmori is an online store based in Gurugram that specializes in selling real Gold & lab Diamond jewelry. The lab diamonds sold are identical to natural diamonds, eco-friendly, and cost significantly less. Emori offers a wide selection of certified products that come with a 30-day free return and Lifetime exchange policy.Location & days...
-
gurugram, India YHATAW - यथा Full timeCompany Description Welcome to Yhataw Realty, a prominent real estate consultancy based in Gurugram, Delhi-NCR. Specializing in luxury residential and commercial projects, we guide clients in finding their dream properties and making sound investment decisions. Our services include home buying, selling, real estate investment, plot investments, commercial...
-
gurugram, India YHATAW - यथा Full timeCompany DescriptionWelcome to Yhataw Realty, a prominent real estate consultancy based in Gurugram, Delhi-NCR. Specializing in luxury residential and commercial projects, we guide clients in finding their dream properties and making sound investment decisions. Our services include home buying, selling, real estate investment, plot investments, commercial...
-
gurugram, India YHATAW - यथा Full timeCompany Description Welcome to Yhataw Realty, a prominent real estate consultancy based in Gurugram, Delhi-NCR. Specializing in luxury residential and commercial projects, we guide clients in finding their dream properties and making sound investment decisions. Our services include home buying, selling, real estate investment, plot investments, commercial...
-
strongmetrics | Operations Associate | gurugram
4 weeks ago
gurugram, India strongmetrics Full timeCompany DescriptionWelcome to strongmetrics, a forward-thinking adtech startup located in Gurugram. We specialize in delivering transformative results through cutting-edge technology and audience insights to boost ROI and drive unparalleled success in advertising. Join us on the journey to advertising excellence and experience the power of impactful...
-
strongmetrics | Operations Associate | gurugram
4 weeks ago
gurugram, India strongmetrics Full timeCompany Description Welcome to strongmetrics, a forward-thinking adtech startup located in Gurugram. We specialize in delivering transformative results through cutting-edge technology and audience insights to boost ROI and drive unparalleled success in advertising. Join us on the journey to advertising excellence and experience the power of impactful...
-
Associate, Client Solutions
6 months ago
Gurugram, Haryana, India Gerson Lehrman Group Full timeGurugram - Client Solutions Associate Job Summary We are seeking an Associate to support GLG’s business in Americas/EMEA, in Gurugram office. Associates are the engine behind GLG’s Insight Network, the world’s largest and most varied source of first-hand expertise. The Associate role is a fast-paced, expert-facing role driving business forward...
-
Associate, Client Solutions
2 months ago
Gurugram, Haryana, India Gerson Lehrman Group Full timeGurugram Client Solutions Associate - Recruitment Job Summary every sector. We bring the power of insight to every great professional decision. We are seeking an Associate to support GLG’s business in Americas/EMEA, in Gurugram office. Associates are the engine behind GLG’s Insight Network, the world’s largest and most varied source of...
-
DAKSH & Associates | Company Secretary
3 weeks ago
gurugram, India DAKSH & Associates Full timeCompany Secretary (Fresher) DAKSH & Associates Gurugram, Haryana Are you a budding Company Secretary looking to kickstart your career in a dynamic firm? DAKSH & Associates, a leading Chartered Accountant firm based in the heart of Gurugram, is seeking a talented and motivated Company Secretary (Fresher) to join our team. Kindly fill the google form: ...
-
gurugram, India Jain and Associates Full timeJain and Associates is a leading Architecture and Landscape Architecture firm in India. We have completed more than 1200 projects in India. We primarily design large scale govt projects. We are looking for an enthusiastic person with interest in Landscape Architecture to join our team. Responsibilities Develop Concept design with assistance from Senior...
-
gurugram, India Jain and Associates Full timeJain and Associates is a leading Architecture and Landscape Architecture firm in India. We have completed more than 1200 projects in India. We primarily design large scale govt projects.We are looking for an enthusiastic person with interest in Landscape Architecture to join our team. ResponsibilitiesDevelop Concept design with assistance from Senior...
-
Associate US IT Recruiter(fresher)
2 weeks ago
Gurugram, India Comptech Associates Full timeAre you ready to kickstart your career in IT recruitment? Comptech is hiring passionate Associate US IT Recruiters (Freshers) to join our team ONSITE in Gurugram!Position: Associate US IT Recruiter (Freshers)Location: Gurugram (Will work from office 5 days/week)Work hours: 6.30 PM to 3.30 AM ISTCab facility provided two ways.***Candidates local to Delhi NCR...
-
Associate US IT Recruiter(fresher)
2 weeks ago
Gurugram, India Comptech Associates Full timeAre you ready to kickstart your career in IT recruitment? Comptech is hiring passionate Associate US IT Recruiters (Freshers) to join our team ONSITE in Gurugram!Position: Associate US IT Recruiter (Freshers)Location: Gurugram (Will work from office 5 days/week)Work hours: 6.30 PM to 3.30 AM ISTCab facility provided two ways.***Candidates local to Delhi NCR...
