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.
Solid 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.
Solid 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 setting.
Familiarity with investment analytics platforms, workflow automation, and AI-enabled research tools.

📌 Head Global Capability Centre Mumbai
🏢 360 ONE
📍 Mumbai