WEALTH MANAGER with ( Research Analysis) for a 75yr Old Leading Group

Position : WEALTH MANAGER with Research Analysis Multi-Asset Investments

Location: Kochi, Kerala

Reports to: Chief Investment Officer (CIO)

Key Responsibilities

Conduct research and evaluate ideas across listed equity, debt, private equity, real estate, and alternate investments

Track developments in macroeconomics, sectors, policy, and global markets to inform asset allocation

Evaluate new funds, fixed income offerings, real estate projects, and unlisted equity deals

Stay updated on evolving investment themes like tech funds, sustainable investments, REITs, international assets, etc.

Write concise investment notes, opportunity summaries, and strategy insights for the CIO and Promoter

Participate in discussions with fund managers, investment bankers, and advisors

Monitor performance of existing investments across asset classes and flag risks or exit opportunities

Qualifications

Bachelor's in Finance / Commerce / Economics

Preferred: MBA (Finance), CA Inter, or CFA Level 1/2

NISM Series XV Research Analyst Certification(preferred but not mandatory)

58 years in roles involving multi-asset or fund research, private wealth, AMC research, or boutique investment advisory

Required Skills

Strongwritten and verbal communicationin English must write investment notes and engage with external partners

Open-minded and curious should enjoy exploring newer asset classes, evolving themes, and global ideas

Good grasp of investment frameworks for equity, debt, and PE/AIFs (detailed modeling not required)

Comfortable interpreting financial documents like fund factsheets, IMs, PPMs, and legal term sheets

Intermediate to advanced skills in Excel or Google Sheets

Ethical, reliable, and discreet experience handling confidential data is a plus

Ideal Candidate

Passionate about investments, not limited to one asset class

Prefers deep thinking and long-term roles over transactional or sales-type work

From investment research, wealth teams, PMS/AIF desk, or boutique consulting background

Ready to work in a structured yet flexible family office environment

If the above JD matches with your profile, pl revert with your updated cv.

Thanks

Santosh K

9846053273