This role for an elite, U.S. based Registered Investment Advisor (RIA) managing approximately $150 million in assets for a select group of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families, with an average account size of $15 million+.

We are seeking a highly sophisticated, technically elite Senior Investment Analyst based in India to serve as the core analytical and operational engine of our investment department. Operating on a "Follow-the-Sun" model, you will take full ownership of our investment backend overnight, executing complex portfolio optimizations, due diligence, and trading prep inside our Orion tech stack. You will work directly with our U.S.-based Managing Partner and our Fractional US Chief Investment Officer (CIO) to deliver institutional-grade wealth management solutions.

Key Responsibilities

Advanced Portfolio Engineering & Orion Operations
• Tax-Aware Optimization: Construct and rebalance highly customized, tax-optimized UHNW portfolios within Orion Connect and Orion Eclipse.
• Trade Batching Preparation: Monitor portfolio drift,



locate assets efficiently across taxable/tax-deferred accounts, harvest tax losses, and queue trade batches overnight for final U.S. executive execution.
• Reporting Architecture: Build, customize, and audit institutional-grade performance reports, fee-billing structures, and performance attribution metrics within Orion Reporting Studio.

Institutional Investment Research & Asset Vetting
• Alternative Asset Due Diligence: Review Private Placement Memorandums (PPMs) for private equity, private credit, and venture capital funds; build robust quantitative comparison frameworks.
• Concentrated Position Hedging: Research and model risk-mitigation strategies (such as equity collars, options strategies, and direct indexing paths) for corporate executives and business founders holding highly concentrated stock positions.
• Manager Monitoring: Systematically track existing third-party fund managers against benchmar

📌 Senior Investment Analyst (India)
🏢 Frontier Wealth
📍 India