Role Overview:

We are looking for a highly experienced and analytically strong professional to lead Product & Research for our Wealth and Multi-Family Office Business. The role focuses on the evaluation and integration of advanced alternative investment products—AIFs, PMS,

long-short strategies, private debt, real estate, special situations, and derivative-based solutions—into client portfolios.

The ideal candidate will bring 10+ years of deep expertise in investment research, product due diligence, and multi-asset portfolio construction, with a strong command over alternative assets, market-linked structures, and derivative strategies, a proven track record managing or advising portfolios upwards of ₹100–1000 Cr. This is a key leadership position for someone passionate about product depth, asset allocation, and delivering bespoke investment solutions to UHNI and family office clients.

Key Responsibilities:

• Product Research & Analysis: Conduct in-depth research and due diligence on

AIFs (I, II & III), PMS, Structured Products, REITs, and INVITs, evaluating performance, fund strategies, risk metrics, and generating comprehensive product notes and investment comparisons.

• Asset Allocation & Portfolio Strategy: Develop and implement tailored portfolio allocation models for UHNIs and family offices, aligning client goals with suitable products through strategic and tactical asset allocation.
• Investment Committee Support: Serve as a key advisor to investment committees by presenting market intelligence, investment ideas, and product strategies to guide portfolio decisions.
• Product Innovation & Ideation: Identify, evaluate, and co-create differentiated investment offerings in collaboration with platforms and fund partners, staying ahead of market trends in alternatives and structured products.
• Reporting & Performance Review: Maintain analytical dashboards and produce periodic research reports, market outlooks, and performance reviews to support internal decision-making and client communication.

Qualifications & Experience:

• 12+ years in wealth management, investment research, or asset management, with a strong focus on alternatives (AIFs, PMS).
• Strong track record of evaluating and advising on portfolios ₹100–1000 Cr and above.
• Deep understanding of investment product structures, macro-economic trends, and client risk profiles.
• Exceptional analytical and financial modeling skills.
• CFA, CA, MBA (Finance), or equivalent qualification preferred.
• Strong communication and presentation skills for internal teams and client interfacing.

What We Offer:

• Strategic leadership role in one of India's fastest-growing multi-family office platforms.
• Competitive compensation with Fixed + Performance-based Variable Pay + ESOPs.
• Opportunity to work with top-tier UHNIs and family offices.
• Collaborative culture with high-impact decision-making.
• Access to 100+ established treasury relationships through IFA Global’ s strong institutional network.
• Opportunity to build and lead a key vertical of the firm from the ground up.
• Backed by IFA Global’ s proven industry track record and long-standing credibility.