Operations Analyst

JD – Client Associates (Operations Analyst – Wealth)

Experience level:

Location:

Education:

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 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

• Transactions support and documentations filling and execution

• End to end Wealth Operations (Mutual Funds, AIF, PMS)

 MIS on daily basis with weekly updates.

• Transaction Analysis and coordination

• Data Management

• Service support for the advisor/relationship team which will include:

 Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same

 Transaction execution and fund house coordination

 Record and MIS maintenance

 Opening of client bank and demat accounts

 All administrative tasks related to the client’s overall wealth including held away investments/shares/ bonds/ real estate/ etc.

 Coordination and follow up with service providers and clients

 Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth

Candidate Profile:

•Candidate should be full time MBA/PGDM, with specialization in Finance or equivalent/ CFA-FRM

•Should have considerable skills in office tools like Excel, PowerPoint, etc. He 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

•NISM V certified

Note: Freshers can be considered for an internship with the prospect of getting full time role basis performance.