Role: Act as a support function to all the portfolio management activities undertaken under Infinity. This would entail being able to provide in-depth analysis and performance monitoring of portfolios and providing day-to-day operational support. Detail Assisting with day-to-day operational and execution activities for both discretionary and non-discretionary portfolios. Working closely with the team of portfolio managers, analysts, and other team members to arrive at investment decisions. Analyse market trends, evaluate investment opportunities, and contribute to the development of investment strategies. Liaising with various internal and external teams / stakeholders in carrying out execution across various asset classes in client portfolios. To act as a backup buy side dealer for trades under Infinity (in absence of the main dealer) for facilitating execution across instruments across various asset classes. Maintaining accurate and timely portfolio data, ensuring data integrity, and maintaining proper MIS. Preparing detailed reports, pitch decks and presentations related to client portfolio reviews, internal investment committee meetings, drawing up investment strategies, and / or analysing market trends. Monitoring compliance with investment guidelines and regulations and assisting in the risk management activities. Skills and Qualifications Analytical and problem-solving skills with a strong understanding of financial markets, investment strategies, and risk management Excellent communication and presentation skills and willingness to work collaboratively and effectively within a team Proficiency in financial modeling, data analysis, MS excel tools with attention to detail Bachelor's degree in finance, economics, or a related field. Prior experience in a similar field exposure to the Wealth Spectrum system would be preferred.
Role Overview The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives. Key Responsibilities Client Acquisition Support Assist in the preparation of client presentations, pitch books, and investment proposals. Conduct research on prospective clients, industries, and market trends to support business development. Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials. Portfolio Analytics & Reporting Analyze client portfolios across asset classes, track performance, and prepare periodic review reports. Support portfolio construction by providing research-based insights and recommendations. Monitor market developments and assess impact on client portfolios. Prepare customized investment analysis to support relationship managers and clients in decision-making. Qualifications & Skills Bachelor’s/Master’s degree in Finance, Economics, Business, or related field; CFA/CFP (preferred). 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis. Strong knowledge of financial markets, investment products, and asset allocation principles. Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred). Excellent communication, presentation, and stakeholder management skills. Strong analytical mindset with attention to detail. Personal Attributes Client-centric mindset with a focus on quality and delivery. Proactive, resourceful, and able to work in a fast-paced environment. Strong team player with a high degree of integrity and professionalism.
As an experienced Investment Counselor specializing in advising Ultra High Net Worth Individual (UHNI) Clients in the Private Wealth units of Banks, Non-Banking Financial Companies (NBFCs), External Asset Managers (EAMs), and Wealth management outfits, you will be responsible for providing personalized financial advice tailored to each client's unique financial circumstances and goals. This role requires a minimum of 5 years of relevant experience in this field. Your responsibilities will include reviewing clients" current financial positions, analyzing existing investments, income sources, expenses, and other pertinent financial data. You will be tasked with monitoring portfolio performance, rebalancing asset allocations as necessary, and making adjustments based on market conditions or changes in clients" financial situations. A key aspect of your role will be assessing and managing investment risks. You will help clients understand the risks associated with different investments and implement strategies to mitigate these risks in alignment with their risk tolerance levels. Staying informed about financial markets, economic trends, and investment opportunities is crucial. You will need to conduct research and analysis to identify potential investment opportunities that meet clients" objectives. Adhering to regulatory guidelines and ethical standards is of utmost importance in this role. You must ensure that all recommendations and actions comply with relevant regulations and industry standards. Building and maintaining strong relationships with clients is essential. Providing ongoing support, addressing concerns, and keeping clients informed about their investments" performance and any necessary adjustments are key aspects of client management. In this position, you will primarily cater to UHNI clients with Financial Assets of INR 25 Crores and above. Your functional competencies should include a sound understanding of the broader economy on a global and local scale, knowledge of capital markets, and various asset classes. Previous experience in investment management, investment advisory, or product management will be beneficial. The ideal candidate for this role should hold a postgraduate degree such as MBA, or professional qualifications like CA (Chartered Accountant), CFA (Chartered Financial Analyst), or CFWA (Certified Financial Wealth Advisor). This educational background will provide you with the necessary knowledge and skills to excel in advising UHNI clients effectively.,