Sparsh Jain
Finance Professional | MBA (Finance & International Business | NISM Certified | Investment Operations & Wealth Management | Mutual Funds | Client Portfolio Reporting.
- Role
- Analyst Wealth at Client Associates
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Sparsh Jain
I am an Investment Operations Analyst with 4 years of experience in Mutual Fund…
Experience
Analyst Wealth
Oct 2025 — Present · Gurugram, IN
As an Analyst – Wealth (Operations) at Client Associates, I focus on ensuring smooth and efficient execution of wealth management processes. My responsibilities include: • Handling day-to-day investment operations, trade execution, and reconciliations • Supporting portfolio administration, reporting, and documentation • Coordinating with custodians, fund houses, and internal teams for timely settlements • Ensuring compliance with regulatory and internal policies in all transactions • Streamlining processes to improve accuracy, efficiency, and client servicingThis role allows me to strengthen my expertise in investment operations and wealth management support, while contributing to delivering a seamless client experience
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