Portfolio Analyst

We’re Hiring | Analyst – UHNI WealthWe are looking for a high-calibre Analyst – UHNI Wealth to join us.This is an opportunity to work closely with Relationship Managers and Investment teams, supporting UHNI clients across their investment portfolios and advisory requirements.What you’ll be doing• Analyse client portfolios, markets and investment opportunities• Support RMs in developing actionable investment recommendations• Prepare client presentations, portfolio reviews and investment analysis• Work across asset classes and contribute to portfolio and advisory discussions• Partner closely with internal investment and product teams to deliver high-quality client outcomesWhat we’re looking for• 2–4 years of relevant experience in Wealth Management, Investment Advisory, Research or a related role• Postgraduate degree in Finance/Economics; CA/CFA/CFP preferred• Strong understanding of financial markets and investment products• Excellent Excel, PowerPoint and presentation skills• Strong communication skills and the ability to engage with sophisticated clients• High attention to detail, ownership mindset and ability to manage multiple priorities• Commercially minded, curious and proactive, with the ability to translate analysis into actionable insights• Comfortable working in a fast-paced, entrepreneurial wealth-management environment📍 Location: Mumbai💼 Experience: 2–4 yearsIf you are someone who enjoys markets, thrives on problem-solving and wants to work closely with UHNI clients and their investment portfolios, we’d love to hear from you.📩 Please share your profile / reach out to apply.#Hiring #WealthManagement #UHNI #InvestmentAdvisory #WealthManagementJobs #MumbaiJobs #FinanceJobs #Hiring