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13/02 Bhanu Kapur
CA Team at Client Associates

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Client Associates - Portfolio Analyst - Wealth (2-3 yrs) Premium

Gurgaon/Gurugram Job Code: 797228

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, & 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

- 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.

Women-friendly workplace:

Maternity and Paternity Benefits

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