Banyan Capital Advisors - Associate - Wealth Advisory - CFA

Associate - Wealth Advisory
Banyan Capital Advisors LLP is a SEBI-registered leading portfolio management services (PMS) company established in 2012. We cater to the growing need of the high-net-worth investors (individuals, family offices and institutions) all over the world to invest in the Indian capital markets. Expertise, accountability and transparency are the hallmarks of the firm.
The portfolio managers have a combined experience of over 65 years in the capital markets and over 45 years in managing funds and this expertise has been developed over multiple business cycles since 1991.
As of December 2025, the firm manages approximately Rs 600 crores in its PMS strategies and advises on another Rs. 450+ crores of assets.
:
Based in New Delhi, the Associate will join the Wealth Advisory team and support senior team members in day-to-day wealth advisory activities, including client reporting, portfolio monitoring, coordination with stakeholders, and client servicing.
Key Responsibilities:
- Prepare and update client portfolio and investment tracking sheets
- Monitor client portfolios and assist in regular performance reporting

- Support preparation of quarterly client review decks and reports
- Assist senior advisors during client meetings and follow-up actions
- Maintain accurate records of client interactions and meeting notes
- Respond to routine client queries under guidance of senior advisors
- Coordinate with custodians, banks, and third-party PMS/AIF providers for execution, reporting, and documentation
- Assist in calculation of advisory fees and support billing processes
- Coordinate with clients' Chartered Accountants during tax filing and reporting period
Qualifications:
- Good written and verbal communication skills
- Strong working knowledge of MS Excel and MS Office
- High attention to detail and willingness to learn
- Basic understanding of capital markets and investment products
- Good analytical, organizational, and time-management skills
- Ability to work in a team-oriented, client-focused environment
- 0-2 years of relevant experience in wealth management, financial services, or advisory support roles
- Graduate/Postgraduate in Commerce, Business Studies, Finance with exceptional academic accomplishments
- MUST have passed CFA Level II
Salary: competitive package based on relevant experience.