Role: Analyst – Pinnacle
Experience: Min 2 years in UHNI Wealth Management / Investment Advisory
Reporting: Head of Pinnacle Analytics
Role Summary: Support ultra-high net worth Pinnacle clients by delivering institutional-grade portfolio analytics, investment research, and solution analysis across equities, fixed income, and alternatives.
Key Responsibilities:
• Prepare quarterly & annual portfolio review decks and performance analytics
• Create investment proposals for prospect clients or existing clients for fresh funds
• Develop proprietary market analysis basis ongoing market trends
• Track asset allocation, IPS adherence, and portfolio risk metrics
• Support investment analysis, solution selection and rebalancing decisions
• Monitor performance of PMS, AIFs, private market and structured solutions
• Collaborate with senior RMs to support high-stakes client presentations
Ideal Candidate Profile:
• 2–4 years in WM / PB / investment advisory