Investment & Wealth Analyst – HNI Portfolio

Location: India
Reporting to: CFO
Employment Type: Full time

Role Purpose
We are seeking an experienced Investment & Wealth Analyst with a background in a very reputed wealth management firm, private bank, or investment advisory organisation to support the personal portfolio of a High Net Worth Individual (HNI). The role will focus on global-market research, portfolio monitoring, investment analysis, risk management, and performance reporting. The candidate should have strong knowledge of global equities, and futures and options strategies, including hedging and downside-risk analysis.

Key Responsibilities
Monitor the portfolio across global equities, Buying & Selling of Options (Call & Put) & Futures, ETFs, mutual funds, and other approved investment products.
Track global markets, macroeconomic data, earnings, sector developments, regulations, and geopolitical events; provide weekly updates on portfolio impact.
Support portfolio strategy, including asset allocation, diversification, sector allocation, risk limits,



and buy/hold/sell recommendations.
Analyse investment opportunities and risks across asset classes, with particular focus on futures and options strategies, hedging, liquidity, payoA scenarios, and downside risk.
Prepare weekly/monthly portfolio MIS covering performance versus benchmark, allocation, concentration, risk exposure, cash position, corporate actions, maturities, and action items.
Coordinate with wealth managers, brokers, bankers, tax advisors, and other external advisors for documentation, execution follow-up, and portfolio-related matters.
Maintain accurate records of statements, trade confirmations, reconciliations, tax documents, research notes, and investment decisions.
Ensure strict confidentiality, data security, timely reporting, and compliance with applicable policies and regulations.

Candidate Profile
Education and qualifications
MBA-Finance, CFA, CFP, CA, CPA, FRM, or similar professio

📌 Investment & Wealth Analyst (Mumbai)
🏢 R.N. Laboratories Private
📍 Mumbai