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