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Job Post : Senior Analyst - Wealth Products and Research - MF , AIFs, PMS and Alternatives

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Senior Analyst - Wealth Products and Research - MF , AIFs, PMS and Alternatives

Posted: posted 2 days ago

Job Overview

Location India
Department Financial Services - Wealth Management
Experience 5-10 years
Salary Not Disclosed

Job Description

Location: Mumbai - BKC
Job Type: Full-time
Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd and 4th Saturdays are working (9 to 5 pm)

Role Overview:
We are looking for an experienced and analytically strong professional in the Product and Research team for our Wealth and Multi-Family Office Business. The role focuses on the evaluation and integration of advanced alternative investment products - MF ,AIFs, PMS, long-short strategies, private debt, real estate, special situations, and derivative-based solutions into 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 and Analysis: Conduct in-depth research and due diligence on MF’s 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 and 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 and 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 and 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.

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