Senior Analyst / Manager (Wealth and Treasury Solutions)

About the role

The selected candidate will have the unique opportunity to contribute across institutional treasury management as well as bespoke wealth advisory for ultra-HNI and family office clients. We are seeking a sharp, detail-oriented Senior Analyst / Manager with 4–5 years of experience in investment research and wealth management.

What you'll do

• Conduct in-depth research and valuation of equity, debt, REITs, AIFs, PMS, and other structured products
• Support portfolio analytics, asset allocation strategies, and client reporting
• Leverage tools such as AI platforms (Perplexity, ChatGPT) and MS Excel for financial modeling and analysis
• Assist in product analysis, performance benchmarking, taxation implications, and documentation
• Maintain investment pipelines, client records, and compliance checklists

What you need

• 4–5 yrs of experience
• Treasury
• Financial modelling
• Wealth management
• CFA
• Reporting
• Excel
• CFA

Good to have

• Valuation

What you get

• ₹18 L–₹20 L a year