Role Overview

We are seeking an experienced Head – Global Capability Centre to lead the firm's

centralized analyst engine responsible for delivering high-quality client-facing

investment research, portfolio reviews, proposals, IPS documents, product notes,

and MIS. The role will drive operational excellence, technology adoption, stakeholder

management, and team development while ensuring institutional-quality output at

scale.

Key Responsibilities

• Build and lead the analyst function, including hiring, training, and resource

planning.

• Establish quality standards and oversee portfolio reviews, proposals, IPS

documents, and investment deliverables.

• Drive productivity through process optimization, automation, AI adoption, and

analytics tools.

• Partner with Investment Counsellors, RM teams, Technology, and Product

teams to deliver timely, high-quality outputs.

• Monitor SLAs, governance, compliance, quality metrics, and stakeholder

satisfaction while developing analyst talent.





Desired Candidate Profile

• 10–15 years of experience in investment research, wealth advisory, or

financial services with significant UHNI client exposure and 5+ years leading

teams.

• Strong knowledge of Indian and global asset classes, including Mutual Funds,

PMS, AIFs, NCDs, REITs/InvITs, and offshore investments.

• Experience driving technology, AI adoption, and process automation within

research or analytics functions.

• Robust leadership, stakeholder management, and operational excellence

skills.

Educational Qualifications

• CFA, CA, MBA (Finance), or equivalent from a reputed institution.

Preferred Skills

• Experience in a Global Capability Centre (GCC) or shared services

environment.

• Familiarity with investment analytics platforms, workflow automation, and AI-enabled

research tools.

📌 Head - Global Capability Centre (Mumbai)
🏢 360 ONE
📍 Mumbai