Analyst /Associate - Investment Research & Advisory

Founded in 2002, Client Associates (CA) is India’s first and largest Multi-Family Office, committed to helping successful families manage, grow, and transition their wealth across generations. Built on the pillars of integrity, independence, and unwavering client focus, CA partners with UHNI and HNI families through a highly personalized and research-led approach to wealth stewardship.

CA operates out of 11 offices across India, offering wealth creation across market cycles. With 24 years of solid track record, CA serves as a single window office for all solutions around the creation, management, and protection of wealth. CA has pioneered the family office concept in India and holds the widest access to the Indian wealth ecosystem.

Over the last 24 years of its journey, CA has grown to advice more than 1400+ wealthy families in India owning assets worth a few billion USD (~6.1 Billion USD currently). Private clients and the industry recognize Client Associates at large as not only the Pioneers of Family Offices in India but also as one of the “Best Team of Private Bankers” in India; even larger than a few private banks in India, consisting of some brilliant minds and valued colleagues.

We are seeking a highly motivated and detail-oriented Investment Research Associate/ Analyst to join our Core Investment Research Team. The ideal candidate will possess strong analytical capabilities, a deep understanding of capital markets, and the ability to produce actionable insights across various sectors and asset classes. This role requires close collaboration with portfolio managers, relationship managers, and external research providers.

• Conduct in-depth macroeconomic and capital market research, including tracking trends in equities, fixed income, commodities, and alternative assets.
• Perform sectoral and company-specific analysis to identify investment opportunities and risks.
• Develop and present investment research reports, thematic notes, and white papers for internal and client-facing use.
• Assist in manager and product due diligence, including qualitative and quantitative assessments.
• Monitor and summarize economic data releases, and regulatory developments.
• Support the development of the firm’s house view on markets, sectors, and asset allocation.
• Collaborate with the portfolio management team in idea generation, risk assessment, and portfolio construction.
• Understanding of private equity / venture capital space.
• Utilize tools such as Bloomberg, FactSet, Capital IQ, and Excel VBA to support analysis and reporting.

• Bachelor’s degree in finance, economics, accounting, or a related field; advanced degree or CFA designation (or working toward it) preferred.
• 2–6 years of relevant experience in investment research, equity analysis, or financial services.
• Strong understanding of financial markets, instruments, and valuation techniques.
• Excellent analytical, problem-solving, and quantitative modelling skills.
• Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
• Strong written and verbal communication skills; ability to distil complex information into clear insights.
• High attention to detail, organizational skills, and the ability to manage multiple tasks under tight deadlines.
• Team-oriented mindset with the ability to work collaboratively in a fast-paced environment.

• Competitive compensation and benefits
• Exposure to high-calibre clients and investment professionals
• Learning and development opportunities including training and certifications
• A collaborative and intellectually engaging work culture