JD : Client Associates (Portfolio Analyst -Wealth) Experience level : 2-3 years of relevant industry experience Location : Gurgaon Education : MBA from a premier business school /MBA-Finance, 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 - 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 : 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 - 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.

Gurgaon/Gurugram

Client Associates - Portfolio Analyst - Wealth 

Client Associates - Portfolio Analyst - Wealth  ,Job Description for Client Associates - Portfolio Analyst - Wealth  in Client Associates in  Gurgaon/Gurugram for (2-3) years of experience. Apply Now!

Job Description for Client Associates - Portfolio Analyst - Wealth  in Client Associates in  Gurgaon/Gurugram for (2-3) years of experience. Apply Now!