Portfolio Analyst
Client Associates · Mumbai · onsite · Posted 58d ago
About a minute. You'll make an account on the way through.
About this role
Company Description
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
Role 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.
Qualifications
- 3-6 years of prior relevant work experience (with prior experience across Mutual Funds, AIFs, PMS; HNI Client handling)
- 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.
Sourced from foundit
Skills
About Client Associates
Client Associates
Financial Services
51-200
employees
2002
24 years old
Gurgaon
IN
₹13.5L PA avg
Avg at Client Associates
About
Client Associates (CA) is India’s First boutique “Family Office Firm” founded by Senior Private
Bankers to provide a professional platform of Private Wealth Management services in India.
CA was founded in May 2002 and operates out of six offices at Gurgaon, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.
While laying the foundation of Client Associates, we were guided by a single minded client-centric approach. It began with our name itself. Then our practice model was built around the very needs of a client. CA’s unique selling point is that it manages the total financial affairs of their clients. In
other words a Private Banker at Client Associates is the Chief Financial Officer or “CFO” for his Client Families.
Over the years the acceptance of CA by private clients at large and the goodwill that it has generated in the Wealth Management Industry continues to be the source of energy for its growth. 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.
A typical Private Client of Client Associates is an informed and discerning wealth owner. Together they constitute the most successful sections of our society. They are high profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners and private institutions of repute.
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