Company : Client Associates  Position Title : Associate / AVP - Investment & Research  Location : Delhi  Experience Level : 3-6 Years  Education : MBA Finance or equivalent/CFA  About us :   Client Associates (CA) is India's First and largest Multi Family Office Firm founded by Senior Private Bankers in 2002 to provide a professional platform of Private Wealth Management services in India.   CA operates out of seven offices at Gurgaon, New Delhi, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.  Over the last more than 15 years of its journey CA has grown to advice more than 500 wealthy families of India owning assets worth a few billion USD. 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.  Client Associates has been 5 times winner of CNBC-TV18 Best Financial Advisors Award for 2015, 2014, 2012, 2009 & 2008. It has been the winner of Citywealth Asian Family Office of the Year, 2011. It was ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally for 2011 & 2009.   Job Description :   - Responsible for writing & generating periodic reports including equity and debt market outlook, event updates, customised research assignments, newsletters, in-house publications etc by leveraging databases.  - Partake in the Investment process by conducting thorough research & analysis across various products to determine its fitment/suitability for investments.  - Responsible for supporting the team to build econometric and credit models to formulate capital market expectations.  - Recommending the Macro Asset Allocation across key asset classes based on economic indicators, market outlook and asset class valuations.  - Recommendation and Selection of Investment Managers by conducting in depth analysis across available managers and asset classes in conjunction with the prevalent macro-economic trends.  - Facilitate team interactions with managers via conf calls, knowledge sessions and meetings.  - Addressing queries raised by investors/advisors on aspect of the investment process.  Candidate Profile :   - CA/MBA Finance from a Tier I college and/or CFA with a relevant work experience of 3-5 years in the financial research industry.  - Candidate should have an analytical bent of mind and should possess a thorough knowledge of economic concepts, Financial Market and Mutual Fund Investing.  - Candidates should possess research report writing skills.  - Candidate should be self motivated and be able to create a knowledge sharing environment within the organization.  - Candidate should have advanced analytics and Financial Modelling skills.  - Candidate must have a advanced knowledge of excel and MS office tools along with good communication/presentation skills.  - Should be relationship oriented with good inter-personal skills   - Should have the DNA for client centricity and quality  Compensation & Rewards :   - Opportunity to work with an employee centric, growth oriented, progressive and forward looking team  - Larger Purpose of growing India's affluence by protecting and growing the wealth under advice  - Growth in compensation aligned with the individual and organisational performance  - Offer will match the market and the best which the individual deserves

Delhi NCR

Client Associates - Associate/Assistant Vice President - Investment & Research 

Client Associates - Associate/Assistant Vice President - Investment & Research  ,Job Description for Client Associates - Associate/Assistant Vice President - Investment & Research  in Client Associates in  Delhi NCR for (3-6) years of experience. Apply Now!

Job Description for Client Associates - Associate/Assistant Vice President - Investment & Research  in Client Associates in  Delhi NCR for (3-6) years of experience. Apply Now!