Head - Product & Research - Wealth Business

Company Profile: A Multi-Family Office and Advisory firm offers tailored investment and non-investment solutions to UHNIs, Family Offices and Trusts.

Role Overview:

- Looking for an experienced and analytically strong professional to lead Product & Research for Wealth and Multi-Family Office Business.

- The role focuses on the evaluation and integration of advanced alternative investment products - AIFs, PMS, long-short strategies, private debt, Real Estate, special situations & derivative-based solutions - into client portfolios.

Candidate profile:

- 12+yrs in wealth management, investment research or asset management, with a strong focus on alternatives (AIFs, PMS), a proven track record of managing or advising portfolios upwards of Rs.100 - 1000 Cr.

- This is a key leadership position for someone passionate about product depth, asset allocation, and delivering bespoke investment solutions to UHNI and Family-Office clients. CFA, CA, MBA(Finance) or equivalent qualification preferred with exceptional analytical and financial modelling skills.

Key Responsibilities:

1. Conduct in-depth Product Research, Analysis and due diligence on AIFs (I, II & III), PMS, Structured Products, REITs, and INVITs, evaluating performance, fund strategies, risk metrics and generating comprehensive product notes and investment comparisons.

2. Asset Allocation & Portfolio Strategy

3. Investment Committee support

4. Product Innovation & Ideation