Opportunity Description
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 selecti...