Wealth Management Operations Analyst

3 days ago

Delhi, Delhi, India Maple Capital Advisors Full time US$ 80,000 - US$ 1,20,000 per year

Maple Capital Advisors
is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

Maple Capital Advisors ) is 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 through Pandion Partners ).

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

  • Assist in developing personalised financial plans aligned to 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.
  • Track 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.

What we're looking for

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

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