Role: Analyst – Pinnacle Experience: Min 2 years in UHNI Wealth Management / Investment Advisory Reporting: Head of Pinnacle Analytics Role Summary: Support ultra-high net worth Pinnacle clients by delivering institutional-grade portfolio analytics, investment research, and solution analysis across equities, fixed income, and alternatives. Key Responsibilities: - Prepare quarterly & annual portfolio review decks and performance analytics - Create investment proposals for prospect clients or existing clients for fresh funds - Develop proprietary market analysis basis ongoing market trends - Track asset allocation, IPS adherence, and portfolio risk metrics - Support investment analysis, solution selection and rebalancing decisions - Monitor performance of PMS, AIFs, private market and structured solutions - Collaborate with senior RMs to support high-stakes client presentations Ideal Candidate Profile: - 2–4 years in WM / PB / investment advisory - Strong understanding of multi-asset por...