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:

24 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