Job description
Role: Analyst – Pinnacle Experience: Min 2 years in UHNI Wealth Management / Investment Advisory Reporting: Head of Pinnacle Analytics Role Summary: Support ultra-high net worth Pinnacle clients by delivering institutional-grade portfolio analytics, investment research, and solution analysis across equities, fixed income, and alternatives. Key Responsibilities: • Prepare quarterly & annual portfolio review decks and performance analytics • Create investment proposals for prospect clients or exi…