Analyst

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

• Strong understanding of multi-asset portfolios

• Knowledge and interest in capital markets

• Advanced Excel + PowerPoint (client-grade) skills

• Excellent communication and presentation skills