Job Title

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealthmanagement. We operate in both domestic and cross-border deal making, with deep India expertiseand a strong international network through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions andend-to-end deal execution.Role Overview:As a Wealth Management Operations Analyst, you will be responsible for:Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.Track and report on market trends, economic developments, and regulatory updates.Provide regular updates on investment performance and market insights to clients.Coordinate client meetings and manage operational/documentation requirements.Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.What we’re looking for1-2 years of experience in wealth management, private banking, or financial advisoryFamiliarity with financial markets, investment products and portfolio management strategiesStrong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitudeExposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teamsQualificationsBachelor’s degree in Finance, Economics, or related fieldsStrong academic record and interest in long-term career in wealth managementProficiency in financial planning tools, portfolio software, and MS OfficeIdeally based in Delhi/NCRHolder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset