32 Financial Advisors jobs in Delhi

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

About Our Client

A market-leading financial services organization with a diversified portfolio across lending, wealth, and insurance, backed by strong governance and a high-performing leadership team. The company is undergoing rapid digital transformation and is committed to innovation-led growth.

Job Description

Strategic Thinking:
* Act as a strategic advisor/ sounding board for functions and function heads, proactively identify opportunities, risks, and interdependencies across initiatives and provide insights for informed decision-making.
* Ideate and Design workshops to drive expected outcomes for strategic initiatives.
* Partner along with function heads in formulating strategy, OKRs, Balanced Score Card metrics for concerned functions
* Inculcate strategic thinking as a way of working, impactful storyboards and deliverables
Portfolio Leadership:
* Lead the end-to-end portfolio management process, ensuring initiatives are aligned with strategic imperatives, and delivering intended business value/ outcome.
Cross-functional collaboration:
* Foster a culture of collaboration by bringing together multiple functions and ensuring a unified approach toward portfolio priorities.
* Encourage knowledge sharing, and collective problem-solving across teams.
Program Governance, Change Management:
* Deliver high-quality, insightful, and actionable executive reporting on portfolio status, OKRs, Balance Score Card, risks, and outcomes to senior leadership
* Support change management efforts across initiatives, helping the organization navigate through transformation with minimal disruption and maximum engagement.
Job Description - Associate Director Portfolio Management
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* Managing the relationship and communication with business partners and all stakeholders, ensuring the projects/initiatives are delivered to intended outcomes.
Continuous Improvement:
* Identify opportunities to advance portfolio management practices and evolve the function to meet evolving business needs.

The Successful Applicant

Experience, skills
* Graduate from reputed institute, MBA/CA/ BE/B. Tech. from a reputed institute.
* 12+ years of experience in strategy, portfolio management roles.
* Demonstrate ability to lead cross-functional initiatives and manage complex stakeholder environments.
* Strong strategic thinking skills and the ability to connect project-level execution with enterprise-level strategy.
* Proven track record of constructively challenging stakeholders to improve clarity, prioritize efforts, and drive business value.
* Excellent collaboration, communication, and relationship-building skills.
* Strong organizational, problem-solving, and analytical skills.
* PMP, Scrum Master, or other relevant certifications are a plus, but not mandatory.

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

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.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

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.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.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 Manager - Wealth Management, you will be responsible for:Build and manage client relationshipsProactively identify business opportunities in Wealth Management and Investment Banking.Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.Conduct financial and economic research to support client recommendations.Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.Ensure compliance with regulatory standards and internal protocols.What we’re looking for3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.Excellent communication and interpersonal skills, and a proactive, business-development mindset.Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.QualificationsBachelor’s degree in Finance, Economics, or related fieldsPreferred: MBA, CFA, CA or CFP certificationStrong academic record and interest in long-term career in wealth managementProficiency in financial planning tools, portfolio software, and MS OfficeIdeally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

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.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

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.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

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.

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 for

• 1-2 years of experience in wealth management, private banking, or financial advisory
• Familiarity with financial markets, investment products and portfolio management strategies
• Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
• Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR
• Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset