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(ABOVE 10$ MILLION)

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Portfolio Managers

All Locations

Job Description

  • Role: Portfolio Analyst
  • Experience Range: 3-5 years
  • Location: Mumbai / Delhi / Bengaluru

Waterfield Advisors is one of the largest independent Multi-Family Offices in India, currently managing an AUM of over $4.5 billion. At the core of our business lies the Investment Advisory function which we are expanding to include advisors and portfolio managers.

Roles and Responsibility

  • To assist Senior RM in managing client relationships. This includes dealing with the client and the family office staff of the clients, assisting and following up with the investment team with deliverables, execution of deployment plans, setting up meetings /calls with clients, third-party product manufacturers, etc.
  • To work closely with the Advisory team on a day-to-day basis to understand and disseminate the Advisory put out by the team – across all asset classes.
  • Manage and meet client expectations and objectives as described in the engagement letter and scope of services.
  • Liaise with various departments within Waterfield to share appropriate information with the client.
  • To identify/expand the scope of work of the relationship based on the client's needs working across asset classes.
  • Provide regular status reports on a client deliverable.
  • Synthesize results of analyses into customized, audience-appropriate reports and presentation materials.
  • Coordinate with both internal departments and external partners to source investment advisory and accounting data needed to build customized reports.
  • To provide solutions to clients beyond investments and wealth management, in areas such as Philanthropy, Succession Planning including Trust and estate planning, family constitution, mentoring the next generation, providing education roadmaps, designing and implementation of stand operation procedures at the client’s office, recruiting talent for the client family office, etc. Work closely with all teams to create and disseminate such reports.
  • Maintain timely, accurate and complete client relationship management administration tasks as determined by the business. Ensure the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
  • Monitoring of client’s deliverables as finalized in the scope of services. Monitoring client portfolio’s on a daily basis and suggesting churn as and when required.
  • Participates in special projects, and strategic department initiatives, and other duties as assigned.
  • Setting up meetings as and when required for the senior RMs and MD & CEO.

Preferred Skills

  • Strong processing skills and the ability to deliver high-quality service to a small group of high-profile clients
  • Solid organizational skills, with proven ability to multi-task, prioritize and meet deadlines
  • Ability to work in a fast-paced deadline-oriented environment
  • Excellent analytical skills
  • Ownership of client needs regarding service, investment, portfolio and problem resolution issues, with clear responsibility to escalate issues as appropriate within the team
  • Ability to interact with all levels of management and business partners
  • Strong understanding of the Investment Advisory process – spread over multiple asset classes.
  • Partner with Senior RMs to build the business and provide service and support functions such as portfolio analysis, and client/prospect meeting preparation
  • Strong PC skills, including proficiency with word processing, presentations and spreadsheets as well as the ability to learn and use custom applications and systems
To Apply for the role of Portfolio Analyst, email us at [email protected]
Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







arrow
Follow Us
linkedin youtube twitter instagram
Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006