Analyst

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 selecti...