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Interesting Job Opportunity: Client Associates ...
Client Associates
Gurugram, Haryana
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16 hours agoFull–time
JD : Client Associates (Associate - Investment Banking)
Experience level : 2-4 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 :
• Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018
• Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 200+, & 2008
• Winner of Citywealth Asian Family Office of the Year, 2011
• Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &200+
Job Description
Analyst/Associate Investment Banking for the advisor/relationship team which will include:
• Prepare high quality financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors. Respond to on-going investor queries on live deals
• Interact with clients/entrepreneurs on a daily basis, understand their key concerns and address them with colleagues, modify & incorporate in deal messaging accordingly
• Work on deal closure documents including term sheets, SSA, SHA and other legal documents
• Help clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information.
• Build industry and company investment thesis: Conduct research & analysis on different industries, competitive dynamics, macro-factors, and positioning of different players within the chosen industry.
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.
(ref:iimjobs.com
Interesting Job Opportunity: Client Associates ...
Client Associates
Gurugram, Haryana
Apply
16 hours agoFull–time
JD : Client Associates (Associate - Investment Banking)
Experience level : 2-4 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 :
• Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018
• Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 200+, & 2008
• Winner of Citywealth Asian Family Office of the Year, 2011
• Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &200+
Job Description
Analyst/Associate Investment Banking for the advisor/relationship team which will include:
• Prepare high quality financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors. Respond to on-going investor queries on live deals
• Interact with clients/entrepreneurs on a daily basis, understand their key concerns and address them with colleagues, modify & incorporate in deal messaging accordingly
• Work on deal closure documents including term sheets, SSA, SHA and other legal documents
• Help clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information.
• Build industry and company investment thesis: Conduct research & analysis on different industries, competitive dynamics, macro-factors, and positioning of different players within the chosen industry.
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.
(ref:iimjobs.com
💡 Quick Summary
Seeking a career-building opportunity? The Interesting Job Opportunity| Client Associates position is now open for candidates interested in the Bank Jobs sector. This role in Gurgaon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
