Location: Mumbai (with Travel)

Job Type: Full-time

About the Company:

A distinguished investment and advisory platform catering to ultra-high-net-worth individuals (UHNWIs), family offices, and trusts, offering customized investment and non-investment solutions. Renowned for a client-first, conflict-free advisory approach, the firm excels in bespoke portfolio design, strategic asset allocation, and alternative investments including AIFs, PMS, structured products, and special situations. With deep market expertise and robust partnerships, it serves as a trusted platform for elite investors seeking sophisticated, tailored solutions.

Role Overview:

- We are seeking a seasoned and analytically driven professional to lead Product & Research within the wealth and multi-family office segment. This leadership role centers on evaluating, integrating, and innovating across advanced alternative investment strategies such as AIFs, PMS, long-short funds, private debt, real estate, and derivative-linked products, all within high-value client portfolios.

- The ideal candidate will have 10+ years of hands-on expertise in investment research, product due diligence, and multi-asset portfolio strategy, with a strong command over alternative investments and a successful track record managing or advising portfolios in the - 100-1000 Cr range. This is a unique opportunity to shape the product and research strategy for a top-tier wealth and alternatives business.

Key Responsibilities:

- Product Research & Analysis: Conduct deep-dive research and due diligence on AIFs (Cat I, II, III), PMS, structured products, REITs, and INVITs; analyze performance metrics, risk-return profiles, and generate detailed investment notes.

- Portfolio Strategy & Asset Allocation: Design and implement customized portfolio strategies for UHNWIs and family offices, aligning risk appetites with optimal product selection through both strategic and tactical asset allocation frameworks.

- Investment Committee Advisory: Present market trends, investment strategies, and product insights to guide decision-making at investment committees.

- Product Development & Innovation: Identify and collaborate on the creation of differentiated investment offerings in partnership with fund managers and platforms, staying at the forefront of market innovation.

- Reporting & Insights: Maintain research dashboards, develop market outlooks, and deliver performance reports that support both internal strategy and client communication.

Candidate Profile:

- Experience: 12+ years in wealth management, investment research, or asset management, with a strong focus on alternative investments (AIFs, PMS, structured products).

- Portfolio Exposure: Proven success advising or managing large portfolios in the - 100-1000 Cr range.

- Technical Strengths: In-depth understanding of investment product mechanics, market trends, and client portfolio construction; strong financial modeling and analytical capabilities.

- Qualifications: CFA, CA, MBA (Finance), or equivalent advanced finance qualifications preferred.

- Communication: Strong interpersonal, presentation, and client-facing skills, with the ability to engage both internal stakeholders and sophisticated investors.

What's on Offer:

- Leadership opportunity in a rapidly scaling the investment and alternatives advisory platform.

- Competitive compensation structure: Fixed + Performance-based Variable + Potential ESOPs.

- Access to an elite client base of top-tier UHNWIs and family offices.

- Entrepreneurial and collaborative work environment with significant strategic influence.

- Opportunity to build and scale a critical vertical with the backing of a strong institutional platform and longstanding market reputation.