Maple Capital Advisors is looking for an experienced and high-performing Analyst - Investment Banking to join their team in New Delhi. The ideal candidate should excel in an entrepreneurial, high-impact environment and possess prior frontline experience in M&A and Private Equity transactions. Maple Capital Advisors is a prominent boutique investment banking and advisory firm specializing in Mergers & Acquisitions, Private Equity, Leveraged Capital, and wealth management. With a focus on both domestic and cross-border deal making, the firm leverages deep India expertise and a robust international network through Pandion Partners. Known for its high-conviction approach, Maple Capital Advisors has a strong track record in mid-market transactions and end-to-end deal execution. As an Analyst - Investment Banking, your responsibilities will include building detailed financial models, conducting valuation analyses and benchmarking, preparing pitch decks, investor presentations, and information memorandums, performing market and company research to develop sector intelligence, supporting deal execution, diligence coordination, and documentation, as well as assisting in client meetings and internal strategy discussions. The ideal candidate should have 1-2 years of relevant experience in Investment Banking, Transaction Advisory, or Consulting, with strong skills in Excel and PowerPoint, proven analytical ability, excellent financial modeling and problem-solving skills, a talent for crisp and structured presentation and communication, a high level of initiative, commitment, and attention to detail, a strong interest in M&A and Private Equity, a collaborative mindset, and the ability to work under tight timelines. Qualifications for this role include an MBA/MS Finance/CA/CFA from a premier Indian or global institute, a strong academic performance and leadership track record, proficiency in financial modeling and MS Office, strong presentation and interpersonal skills, and ideally being based in Delhi/NCR.,
Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartners.com). We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution. Role Overview: As a Wealth Management Operations Analyst, you will be responsible for: Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences. Support portfolio construction, asset allocation, periodic rebalancing, and investment selection. Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes. Track and report on market trends, economic developments, and regulatory updates. Provide regular updates on investment performance and market insights to clients. Coordinate client meetings and manage operational/documentation requirements. Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions. What we’re looking for 1-2 years of experience in wealth management, private banking, or financial advisory Familiarity with financial markets, investment products and portfolio management strategies Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams Qualifications Bachelor’s degree in Finance, Economics, or related fields Strong academic record and interest in long-term career in wealth management Proficiency in financial planning tools, portfolio software, and MS Office Ideally based in Delhi/NCR Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset
Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartners.com). We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution. Role Overview: As Manager - Wealth Management, you will be responsible for: Build and manage client relationships Proactively identify business opportunities in Wealth Management and Investment Banking. Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates. Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences. Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs. Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance. Conduct financial and economic research to support client recommendations. Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions. Ensure compliance with regulatory standards and internal protocols. What we’re looking for 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC. Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills, and a proactive, business-development mindset. Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office. Qualifications Bachelor’s degree in Finance, Economics, or related fields Preferred: MBA, CFA, CA or CFP certification Strong academic record and interest in long-term career in wealth management Proficiency in financial planning tools, portfolio software, and MS Office Ideally based in Delhi/NCR