Investment & Wealth Analyst

R.N. Laboratories Private Limited; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

R.N. Laboratories Private Limited is seeking an experienced Investment & Wealth Analyst to support the personal portfolios of High Net Worth Individuals. The role focuses on global-market research, portfolio monitoring, analysis, risk management and performance reporting.

Ideal candidates have 5–10 years in wealth management or investment advisory, with strong knowledge of equities, futures and options, and hedging strategies. MBA-Finance or CFA/CFP/CA/CPA/FRM preferred.

Qualifications

• MBA-Finance or professional qualification preferred.
• 5–10 years in wealth management, private banking, family office, or investment advisory.
• Experience with global markets, portfolio reporting, and client presentations.

Responsibilities

• Monitor portfolios across global equities, options, futures, ETFs and funds.
• Provide weekly updates on portfolio impact from macro events and market developments.
• Support portfolio strategy: asset allocation, diversification, risk limits, buy/hold/sell decisions.
• Analyse opportunities and risks across asset classes, focusing on futures and options hedging.
• Prepare weekly/monthly portfolio MIS including performance vs. benchmarks, allocations, risk exposure and actions.
• Coordinate with wealth managers, brokers, tax advisors and other external parties for execution and documentation.
• Maintain accurate records of statements, trade confirmations, and research notes.
• Ensure confidentiality, data security, and regulatory compliance.

Skills

Analytical skills

Financial modelling

Excel

Communication

Market awareness

Education

MBA-Finance

CFA

CFP

CA

CPA

FRM

Job description

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 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 competencies

• Strong 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.

Compensation

Competitive India-based CTC, commensurate with experience and qualifications, along with a performance-linked incentive.