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 pre...

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