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)

·        5–8 years in roles involving multi-asset or fund research, private wealth, AMC research, or boutique investment advisory

Required Skills

·        Strong written and verbal communication in 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