Description
About the Company
4thoughts Finance is a Multi-Family office and Wealth Management firm with operations in Bengaluru and Singapore that has pioneered the cause of unbiased wealth management and family office offering since 2015. We work closely with founders, CXOs and HNIs offering comprehensive solutions including wealth management, advisory on cross-border structures, tax planning, Estate and succession planning.
Role Overview
We are seeking a seasoned Investment professionals to lead global wealth management with experience in multi-asset research, portfolio construction, and investment strategy development. The role requires strong analytical depth across traditional and alternative asset classes, active participation in investment committees, and the ability to translate global market views into high-conviction portfolio strategies for HNI clients.
Key Responsibilities
1. Investment Research & Product Coverage
- Lead research across global asset classes including Equities, Fixed Income, Commodities, Alternatives, Thematic strategies.
- Maintain coverage of multi-asset investment products and monitor performance, risk metrics, and mandate alignment.
- Conduct qualitative and quantitative due diligence on fund managers and underlying strategies.
- Identify emerging global themes and sector opportunities to generate alpha ideas.
2. Portfolio Construction & Asset Allocation
- Design and manage global multi-asset model portfolios across varying risk profiles in line with client’s Investment policy
- Develop strategic and tactical asset allocation frameworks aligned to investment objectives.
- Optimize portfolios using risk-return analytics, scenario testing, and stress modelling.
- Assess liquidity, drawdown risk, factor exposure, and diversification benefits within portfolios.
- Implement rebalancing strategies in line with market dynamics and client mandates.
3. Investment Committee & Thought Leadership
- Present high-conviction investment ideas supported by detailed investment memorandums.
- Contribute to formulation of global asset class views as part of the Investment Committee.
- Publish market outlook notes, thematic research, and internal whitepapers.
4. Client & Advisory Engagement
- Provide bespoke asset allocation and portfolio advisory for complex, high-value mandates.
- Partner with advisory and distribution teams to articulate investment strategy and positioning.
- Develop tailored global investment solutions for wealth and institutional clients.
5. Risk, Governance & Process Excellence
- Ensure portfolios remain aligned with risk thresholds, mandates, and performance benchmarks.
- Build robust financial models for liquidity assessment and portfolio analytics.
- Streamline investment processes, reporting frameworks, and governance standards.
- Drive automation and data-driven enhancements in portfolio monitoring and reporting.
Experience & Expertise Required:
- 5–10 years of experience in global wealth management, institutional asset management, or multi-asset research.
- Experience in Quantitative Research highly preferred.
- Deep understanding of global capital markets and alternative investments.
- Strong expertise in portfolio construction, asset allocation, and risk analytics.
- Experience presenting to senior stakeholders or investment committees.
- Advanced proficiency in financial modelling and research tools.
Why Join 4Thoughts Finance?
- Be part of a fast-growing global wealth management platform with a strong focus on unbiased investment advisory.
- Work closely with seasoned investment professionals and decision-makers shaping global asset allocation strategies.
- Gain exposure to sophisticated clients, complex multi-asset portfolios, and alternative investment strategies.
- Contribute directly to Investment Committee discussions and portfolio positioning decisions.
- Operate in an entrepreneurial environment that values independent thinking, ownership, and innovation in wealth management.
Interested candidates can share their updated CV to hr@4thoughtsfinance.com
