Client Associates | Portfolio Analyst | gurgaon
3 days ago
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.
-
Portfolio analyst
1 day ago
Gurgaon, India Client Associates Full timeAbout 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...
-
Portfolio Development Specialist
3 days ago
Gurgaon, Haryana, India Client Associates Full timeAbout 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...
-
The Oberoi, Gurgaon | Food
3 days ago
gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWSCompany DescriptionThe Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and has been...
-
Business Development Associate
2 days ago
Gurgaon, Haryana, India PayU Full time**Job Title:** Business Development Associate - Gurgaon**Overview:We are looking for a skilled Business Development Associate to join our team in Gurgaon. This role will be responsible for end-to-end onboarding of clients and ensuring maximum relevant leads are passed on to our Key Account Managers (KAMs).**Salary:** ₹8-12 Lakh Per...
-
Food & Beverage Service Associate
2 weeks ago
gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWS Company Description The Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and has been...
-
Food & Beverage Service Associate
2 weeks ago
gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWSCompany DescriptionThe Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and has been...
-
Food & Beverage Service Associate
2 weeks ago
Gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWSCompany DescriptionThe Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and has been...
-
Food & beverage service associate
1 week ago
Gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWSCompany DescriptionThe Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and has been...
-
Client Service Analyst
1 month ago
Gurgaon, Haryana, India 0279 Deutsche Bank Aktiengesellschaft, Filiale Gurgaon Full timeJob SummaryWe are seeking a highly skilled Client Service Analyst to join our team at 0279 Deutsche Bank Aktiengesellschaft, Filiale Gurgaon. As a Client Service Analyst, you will be responsible for ensuring strict adherence to all internal and external guidelines, timely and accurate response to customer queries, and complete resolution of customer queries...
-
Food & Beverage Service Associate
1 week ago
Gurgaon, India The Oberoi, Gurgaon Full timeWALK IN INTERVIEWS Company Description The Oberoi, Gurgaon is a luxurious hotel located in the prime business and shopping district of Gurugram. Spread over nine acres of lush landscaping and soothing water features, the hotel offers contemporary style, luxury, and unparalleled service. The hotel is 100% solar powered for all electricity needs and...
-
Green Portfolio | Content Writer | gurgaon
1 week ago
gurgaon, India Green Portfolio Full timeJob OverviewWe’re looking for a passionate Content Writer with a strong interest in financial Markets to help us create clear, engaging content that makes complex financial concepts easy to understand. In this role, you’ll write everything from blog posts and social media content to white papers and executive communications. If you have a solid grasp...
-
Green Portfolio | Content Writer | gurgaon
1 week ago
gurgaon, India Green Portfolio Full timeJob Overview We’re looking for a passionate Content Writer with a strong interest in financial Markets to help us create clear, engaging content that makes complex financial concepts easy to understand. In this role, you’ll write everything from blog posts and social media content to white papers and executive communications. If you have a solid...
-
Principal Analyst
1 month ago
Gurgaon/Gurugram, IN Connexions Full timeJob Title : Principal Analyst, Risk & Portfolio ManagementCompany : Alternate Lending PlatformLocation : Gurgaon (Work from Office)Relevant experience : 3 - 6 yearsMax CTC : 22 LPAAbout Us: We are a mission-driven team of finance, analytics, and technology professionals focused on driving financial inclusion to serve the underserved across their credit,...
-
Agam Capital | Actuarial Analyst | gurgaon
1 week ago
gurgaon, India Agam Capital Full timeActuarial Analyst Job Location : Gurgaon Company : Agam Capital We are looking for an Actuarial Analyst with at least 2 - 3 years experience in Life Insurance Products . Requirements: · US Life Products exposure. Traditional and/or Annuity products. · On track to becoming an Associate or Fellow, with minimum 2-5 papers...
-
Agam Capital | Actuarial Analyst | gurgaon
1 week ago
gurgaon, India Agam Capital Full timeActuarial AnalystJob Location : GurgaonCompany : Agam CapitalWe are looking for an Actuarial Analyst with at least 2 - 3 years experience in Life Insurance Products .Requirements:· US Life Products exposure. Traditional and/or Annuity products.· On track to becoming an Associate or Fellow, with minimum 2-5 papers...
-
Agam Capital | Actuarial Analyst | gurgaon
3 days ago
gurgaon, India Agam Capital Full timeActuarial AnalystJob Location : GurgaonCompany : Agam CapitalWe are looking for an Actuarial Analyst with at least 2 - 3 years experience in Life Insurance Products .Requirements:· US Life Products exposure. Traditional and/or Annuity products.· On track to becoming an Associate or Fellow, with minimum 2-5 papers...
-
Portfolio Analyst
1 month ago
Gurgaon, India Fusion Finance Ltd Full time € 10,000Company Profile: Fusion Finance is an Indian NBFC – MFI set up in 2010 which provides financial services with customized solutions to the unbanked and underprivileged women entrepreneurs belonging to the economically and socially deprived sections of the society. Operating in 20 states covered by 1300+ branches with AUM of over INR 10,000 Crores. Fusion...
-
Portfolio Analyst
3 weeks ago
gurgaon, India Fusion Finance Ltd Full timeCompany Profile:Fusion Finance is an Indian NBFC – MFI set up in 2010 which provides financial services with customized solutions to the unbanked and underprivileged women entrepreneurs belonging to the economically and socially deprived sections of the society. Operating in 20 states covered by 1300+ branches with AUM of over INR 10,000 Crores. Fusion has...
-
Portfolio Analyst
1 month ago
Gurgaon, India Fusion Finance Ltd Full timeCompany Profile:Fusion Finance is an Indian NBFC – MFI set up in 2010 which provides financial services with customized solutions to the unbanked and underprivileged women entrepreneurs belonging to the economically and socially deprived sections of the society. Operating in 20 states covered by 1300+ branches with AUM of over INR 10,000 Crores. Fusion has...
-
Wealth manager
2 weeks ago
Gurgaon, 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...