Investment Relationship Associate – US Private Wealth

Immediate Joiner Required Night Shift: 7:30 PM – 4:30 AM IST (9–6 PM EST) Must Have Personal Laptop & Stable WiFi

We are hiring an Investment Relationship Associate to support a CFP® serving HNI/UHNW clients through a differentiated allocation strategy integrating public and institutional private markets. This role combines investment exposure with client relationship coordination and execution support, offering long-term growth within private wealth advisory.

Key Responsibilities:

Support implementation of personalized, diversified portfolios based on client investable assets Assist with allocations across public markets and institutional private investments (private equity, private credit, hedge funds, real estate, infrastructure, venture capital) Prepare portfolio review materials and performance summaries Follow up with clients on documentation, action items, and ongoing requests Coordinate custodial processes and account structures Maintain accurate client reporting and records within internal systems

Ideal Candidate:

1–3 years in wealth management, asset management, private banking, or investment research Strong understanding of asset allocation and investment concepts Professional communication skills and high attention to detail CFA Level I candidate (or pursuing CFA designation) preferred Familiarity with Charles Schwab custodial platform and Advyzon reporting system preferred

This position offers direct exposure to sophisticated portfolio construction across public and private markets, with a clear pathway toward senior investment or advisory responsibilities.