Senior Analyst/Manager - Wealth & Treasury Solutions - Wealth Management Firm

Key Responsibilities:

- Conduct in-depth research and valuation of equity, debt, REITs, AIFs, PMS, and other structured products.

- Assist in portfolio analytics, asset allocation strategies, and client reporting.

- Leverage tools like AI, Excel, and other platforms to streamline financial analysis and data modeling.

- Support investment advisors with product analysis, performance benchmarking, taxation implications, and documentation.

- Maintain and update product pipelines, client investment records, and compliance checklists.

- Coordinate with AMCs, fund houses, and custodians for product data and insights.

- Generate actionable investment ideas backed by research and fundamentals.

- Contribute to thought leadership, presentations, and periodic market updates.

- Go to client meetings for presentations.

Qualifications & Experience:

- CFA charterholder (mandatory) with 5 years of relevant experience in an AMC, fund house, or wealth management setup.

- Avid Reader and research oriented and passionate for financial markets.

- Very well versed in English communication.

- Strong understanding of financial instruments, including MF, AIF, PMS, bonds, equity, and alternatives

- Very Proficient in MS Excel, financial modeling, and research tools

- Knowledge of QAI, basic taxation, and regulatory frameworks around investments

- Exposure to client reporting, portfolio reviews, and data entry/analysis workflows

- Excellent analytical, presentation, and communication skills