JD : Client Associates (AVP/VP - Asset Allocation) Experience level : 6-10 years of relevant industry experience Location : Gurgaon Education : MBA from a premier business school /MBA-Finance, CA, CFA preferred, MBA Finance 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&nbsp;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, &amp; 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 &amp;2009 Job Description : Support for the advisor/relationship team which will include : - Develop financial models and analysis relevant to making recommendations over the tactical and strategic investment horizons. - Use financial principles to develop a systematic, data-driven approach to formulating modeled returns and risks for significant asset classes, and constructing optimal portfolios. - Develop and refine models for security selection, evaluations of investment products and portfolios, examination of current markets for attractiveness of active and passive management, and analysis of current and timely investment controversies. - Strong knowledge of Mutual Funds &amp; Non MFs like PMS, AIF etc. - Should have deep knowledge of EQ Portfolio performance &amp; Alpha EQ/HYB - Handle client's queries related to Asset Allocation - Products in AMCs or wealth management platforms - Equity research with fund houses - Credit ratings Candidate Profile : - Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com - Economic Hons, CA, CFA. - 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.

Gurgaon/Gurugram

Client Associates - AVP/Vice President - Asset Allocation 

Client Associates - AVP/Vice President - Asset Allocation  ,Job Description for Client Associates - AVP/Vice President - Asset Allocation  in Client Associates in  Gurgaon/Gurugram for (6-10) years of experience. Apply Now!

Job Description for Client Associates - AVP/Vice President - Asset Allocation  in Client Associates in  Gurgaon/Gurugram for (6-10) years of experience. Apply Now!