Job Title: Senior Analyst - Wealth Products & Research Wealth Business (MF , AIFs, PMS & Alternatives)

Location: Mumbai

Office Timings: Monday to Friday (8:30am to 5:30pm)

Only 2nd & 4th Saturdays are working (9 to 5 pm)

About Us:

A Multi-Family Office and Advisory firm under the IFA Global Group (India Forex & Asset Management Private Limited) umbrella, offers tailored investment and non-investment solutions to HNIs, family offices, and trusts.

Known for our client-centric, conflict-free advisory model, we specialize in bespoke portfolio construction, strategic asset allocation, and alternative investments including AIFs, PMS, and structured products. Our deep market insights and strategic partnerships power a platform trusted by India's elite investor segment.

Role Overview:

We are looking for an experienced and analytically strong professional in the Product & Research team for our Wealth and Multi-Family Office Business. The role focuses on the evaluation and integration of advanced alternative investment productsMF ,AIFs, PMS, long-short strategies, private debt, real estate, special situations, and derivative-based solutionsinto client portfolios.

The ideal candidate will bring 5+ years of deep expertise in investment research, product due diligence, and multi-asset portfolio construction, with a strong command over alternative assets, market-linked structures, and derivative strategies, a proven track record managing or advising portfolios is a must . This is a client servicing position and we are looking at someone passionate about product depth, asset allocation, and delivering bespoke investment solutions to UHNI and family office clients.

Key Responsibilities:

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

- Asset Allocation & Portfolio Strategy: Develop, advise and implement tailored portfolio allocation models for UHNIs and family offices, aligning client goals with suitable products through strategic and tactical asset allocation.

- Client Advisory Support: Serve as an advisor to clients and family offices market intelligence, investment ideas, and product strategies to guide portfolio decisions.

- Product Innovation & Ideation: Identify, evaluate, and co-create differentiated investment offerings in collaboration with platforms and fund partners, staying ahead of market trends in alternatives and structured products.

- Reporting & Performance Review: Maintain analytical dashboards and produce periodic research reports, market outlooks, and performance reviews to support internal decision-making and client communication.

Qualifications & Experience:

- 5+ years in wealth management, investment research, or asset management, with a strong focus on alternatives and MF (AIFs, PMS).

- Strong track record of evaluating and advising on portfolios 10crs to 50 crs and above.

- Deep understanding of investment product structures, macro-economic trends, and client risk profiles.

- Exceptional analytical and financial modeling skills.

- CFA, CA, MBA (Finance), or equivalent qualification preferred.

- Strong communication and presentation skills for internal teams and client interfacing.

What We Offer:

- Growth path towards a leadership role in one of India's fastest-growing multi-family office platforms. Working closely with the founders.

- Competitive compensation with Fixed + Performance-based Variable Pay + ESOPs.

- Opportunity to work with top-tier UHNIs and family offices.

- Collaborative culture with high-impact decision-making.

- Access to 100+ established treasury relationships through IFA Globals strong institutional network.

- Opportunity to build and lead a key vertical of the firm from the ground up.