Asset Management Business Operations Analyst

Maple Capital Advisors is seeking an experienced, high-performing Wealth Management Operations Analyst to join our New Delhi team. The ideal candidate will have a strong background in mutual funds operations, client servicing, CAMS, kfintech and reporting, with the ability to thrive in a fast-paced, entrepreneurial environment. Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and Wealth Management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners ( We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and end-to-end deal execution. Act as a primary point of contact for assigned wealth management clients, ensuring seamless servicing of investment and transactional needs. Address and resolve client queries promptly and professionally, balancing service quality with business objectives. Investment & Portfolio Support Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences. Support portfolio construction, asset allocation, and periodic rebalancing across multiple asset classes — Mutual Funds, PMS, AIFs, Private Equity, Debt, etc. Conduct product research, comparative analysis, and track market and regulatory developments. Operations & Compliance Manage operational processes including payments, reconciliations, compliance submissions, and regulatory filings (KYC, FATCA, etc.). Promote digital adoption for portfolio tracking, reporting, and servicing to enhance client experience. For 4–6 years of experience in Wealth Management, Private Banking, or Financial Advisory. Strong understanding of financial markets, investment products, and portfolio management strategies. proficiency in Excel, PowerPoint, and financial reporting tools. Strong communication, coordination, and relationship management skills. Exposure to managing or supporting client portfolios or family office teams. Solid grasp of compliance requirements and operational risk management. Bachelor’s degree in Finance, Economics, Commerce, or related fields. MBA, CFA, CFP, or CWM. Strong academic record and long-term interest in the wealth management domain. Proficiency in financial planning tools, portfolio management software, and MS Office.