NP
Analyst
Apply on the company site
You'll be redirected to the original posting
About the role
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…
Ready to apply? View the full role on Adzuna.