Job Type: Full time

Investment & Wealth Analyst – HNI PortfolioLocation: IndiaReporting to: CFOEmployment Type: Full-timeRole PurposeWe 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 ResponsibilitiesMonitor 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 ProfileEducation and qualifications- MBA-Finance, CFA, CFP, CA, CPA, FRM, or similar professional qualification will be preferred.Experience:- 5–10 years in wealth management, private banking, family oAice, portfolio management, investment advisory, or equity research, preferably with a reputed global financial institution or wealth-management firm.- Exposure to global financial markets, portfolio reporting, investment notes, market updates, and client presentations.Skills and competenciesStrong knowledge of global investment products, including equities, ETFs, mutual funds, futures, and options (Buying & selling of calls and Puts).Excellent analytical, financial modelling, Excel, and communication skills.Strong market awareness, integrity, confidentiality, and ability to work independently across US time zones.CompensationCompetitive India-based CTC, commensurate with experience and qualifications, along with a performance-linked incentive.

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