Portfolio Analyst

Projects Overview

Date Posted: 12-Jul-2026
Job Type: Full Time
Job Exp: 1 Year
Salary: ₹500000 / YEAR
Location: Gurugram
Education Req: Bachelor's degree

Job description

Job Title: Analyst – Wealth Management Support

Location: Gurugram, Haryana
Job Type: Full-time
Shift: Day shift
Salary: From ₹5,00,000 per year

About Us:

Client Associates (CA) is India’s first and largest “Multi-Family Office Firm,” founded by senior private bankers to deliver professional Private Wealth Management services. We are widely recognized for pioneering family office services in India and for building one of the best private banking teams in the country.

Awards & Recognitions:

Winner of Best Multi Family Office in India, AIWMI India Wealth Awards 2018
Multiple-time winner of CNBC TV-18 Best Financial Advisors Award (2015, 2014, 2012, 2009, 2008)
Winner, Citywealth Asian Family Office of the Year, 2011
Ranked #2 by Private Banker International for Outstanding Wealth Manager – Family Office Services, globally (2011 & 2009)

Role Overview:

As an Analyst, you will play a critical support role for our advisor/relationship team, offering strategic portfolio insights and ensuring seamless client servicing through consistent backend and operational support.

Key Responsibilities:

Generate monthly portfolio reports for clients
Analyze portfolio performance and provide recommendations based on market movements and asset allocation strategies
Restructure portfolios in response to changing market dynamics
Coordinate with the operations team to ensure timely execution of transactions
Track action items and open tasks, providing daily updates to the advisory/relationship team
Maintain high service standards and proactive client engagement support

Candidate Profile:

Education:

Full-time MBA/PGDM (Finance) or B.Com (Hons. Economics) or equivalent

Technical Skills:

Proficiency in Microsoft Excel, PowerPoint, and other office tools
Strong analytical and problem-solving skills
Excellent verbal and written communication skills

Personal Attributes:

Self-starter, highly organized, and driven to succeed
Strong attention to detail with the ability to manage and exceed expectations
A team player with a strong sense of client-centricity and commitment to quality service

Work Location: In person, Gurugram, Haryana
Schedule: Day shift

If you're looking for a challenging and rewarding career in wealth management, apply now to join one of India’s most awarded private banking teams.

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