Portfolio Analyst
5 days 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: Prior experience of 1-5 years in similar space Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com/ Eco 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 Note: Freshers who have good knowledge & relevant certifications in Wealth management can be considered for a full-time internship which can be converted to a full time analyst position basis performance.
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Portfolio Analyst
2 weeks ago
haryana, 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...
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Portfolio Analyst
1 week ago
Gurugram, Haryana, India, IN 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...
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Senior Credit Analyst
1 day ago
haryana, India Care.fi Full timeToday, an Indian hospital revenue is largely dominated by Insurance payers - Govt + Private. With 200+ payers in the mix, the overall revenue cycle management (RCM) in India is broken, opaque, and complex filled with unexpected shortfalls and delayed realizations. At Care.fi, we are building India’s first AI-led RCM platform for hospitals which will enable...
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Wealth Research Analyst
2 weeks ago
haryana, India SBNRI Full time🌟 We're Hiring: Wealth Research Analyst Intern at SBNRI! 🌟Ready to dive into financial research at a fast-paced startup? SBNRI is seeking a sharp finance student from a Tier 1 college for a 3-month paid internship. Passion for markets, data, and wealth strategies? This is your launchpad!What You'll Do:Research markets, trends, and securitiesAnalyze...
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Business Analyst Wealth Management
7 days ago
haryana, India Tata Consultancy Services Full timeGreetings from TCS!!! TCS Gurgaon hiring for Business Analyst Wealth Management !!!!! Role: Business Analyst Wealth Management Experience required: 6 to 10 years Location:- Gurgaon Required functional Skillset:- Have strong functional background and understanding of Capital markets in general and Wealth Management domain in specific Experience in product...
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Financial Analyst
22 hours ago
haryana, India Planify Capital Limited Full timeWe seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.Key Responsibilities* Equity Research & Investment...
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Senior Credit Analyst
4 days ago
Haryana, India Care.fi Full timeToday, an Indian hospital revenue is largely dominated by Insurance payers - Govt + Private. With 200+ payers in the mix, the overall revenue cycle management (RCM) in India is broken, opaque, and complex filled with unexpected shortfalls and delayed realizations. At Care.Fi, we are building India’s first AI-led RCM platform for hospitals which will enable...
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Asset Management Analyst
5 days ago
haryana, India Xshore Full timeJob Overview We are looking for a highly analytical and detail-oriented Asset Management Analyst to support asset managers and investment teams across our global real estate private equity clients. In this role, you will monitor asset portfolio performance, analyze financial data, prepare asset-level reporting, and support strategic decision-making related...
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Senior Analyst
2 days ago
haryana, India Evalueserve Full timeElevate Your Impact Through Innovation and Learning:Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
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Senior Analyst
1 day ago
haryana, India Evalueserve Full timeElevate Your Impact Through Innovation and Learning: Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and...
