Website:
ilios72altcap.co.in
Job details:
Company Description
ILIOS 72 Alternative Capital is a forward-thinking private wealth management firm dedicated to empowering individuals, high-net-worth families, and family offices in their financial journeys. Through personalized investment strategies and a transparent, open-architecture model, we ensure tailored solutions across diverse financial instruments. Our expertise spans comprehensive portfolio management, strategic planning, and access to exclusive private equity and alternative investment opportunities. Committed to balancing returns and risk, we strive to align financial strategies with our clients' goals and legacy planning needs.
Role Description
This is a full-time, on-site Portfolio and Operations Analyst role based in Gurugram. This is an excellent opportunity for someone eager to gain hands-on experience in investments, portfolio research, and client advisory while working closely with a dynamic team.
**Role:** Full-Time
**Location:** Gurugram
**Start Date:** Immediate Joining
**๐๐ก๐๐ญ ๐๐จ๐ฎโ๐ฅ๐ฅ ๐๐จ:**
* Work on day to day transactional requirements for mutual funds or unlisted shares
* KYC, Onboarding of new clients.
* Support portfolio construction, restructuring, and rebalancing decisions.
* Prepare client reports, presentations, and investment summaries.
* Collaborate closely with the founding team on strategy, execution, and client advisory.
**๐๐ก๐๐ญ ๐๐โ๐ซ๐ ๐๐จ๐จ๐ค๐ข๐ง๐ ๐
๐จ๐ซ:**
* Graduates/Postgraduates in Finance, Economics, or related fields.
* A fresher or 0โ1 years of work experience in wealth management, research, or financial services.
* Strong analytical and research skills with attention to detail.
* CFA candidacy or FRM candidacy is a plus.
* Proficiency in MS Excel, MS Powerpoint; familiarity with financial databases/tools is an advantage.
* Ability to work in a fast-paced, high-growth environment.
**๐๐ก๐๐ญ ๐๐จ๐ฎโ๐ฅ๐ฅ ๐๐๐ข๐ง:**
* Hands-on exposure to real-world portfolio management and investment advisory.
* Mentorship from experienced professionals in the wealth management domain.
* Opportunity to build a strong foundation and grow within the firm.
If youโre passionate about finance and looking to build a long-term career in wealth and investment management, weโd love to hear from you!
Kindly email your resume at jaskaran@ilios72altcap.co.in
Click on Apply to know more.