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OnsiteMid Levelwealth

Analyst

Nuvama PrivateMumbai, Maharashtra, IndiaPosted 18 May 2026

Nuvama Private is hiring an analyst for their Pinnacle wealth management team to support ultra-high net worth clients. The role focuses on delivering institutional-grade portfolio analytics, investment research, and market analysis across various asset classes. Candidates must have experience in wealth management and proficiency in advanced Excel and PowerPoint. The analyst will collaborate with senior Relationship Managers on high-stakes client presentations and portfolio reviews.

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Experience

2-4 years

Function

Finance

Work mode

Onsite, India

Company

Tier 2

What you will work on

Nuvama Private is hiring an analyst for their Pinnacle wealth management team to support ultra-high net worth clients. The role focuses on delivering institutional-grade portfolio analytics, investment research, and market analysis across various asset classes. Candidates must have experience in wealth management and proficiency in advanced Excel and PowerPoint. The analyst will collaborate with senior Relationship Managers on high-stakes client presentations and portfolio reviews.

TAL's take

Quality 58/1005/5 clarityTier 2 company

Solid role within a recognized private wealth management firm, though the scope is standard for an analyst.

Clear, well-defined responsibilities focused on portfolio analytics and investment advisory for UHNI clients.

Must haves

  • 2-4 years in wealth management or investment advisory
  • Strong understanding of multi-asset portfolios
  • Knowledge of capital markets
  • Advanced excel and powerpoint skills
  • Excellent communication and presentation skills

Tools and skills

excelpowerpoint

About the company

Established wealth management firm, but does not meet criteria for Tier 1 global/India flagship tech/startup status.

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