Senior Investment Advisor (Global Wealth Management)

Company Overview

4thoughts Finance is a Multi-Family office and Wealth Management firm with operations in Bengaluru and Singapore, having pioneered the cause of unbiased wealth management and family office offerings since 2015. We work closely with founders, CXOs, and High Net-worth Individuals (HNIs) to provide comprehensive solutions including wealth management, advisory on cross-border structures, tax planning, and estate and succession planning.

Job Summary

We are seeking a seasoned Investment professional to lead global wealth management, focusing on multi-asset research, portfolio construction, and investment strategy development. The role requires strong analytical capabilities across both 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.

Responsibilities

• Investment Research & Product Coverage

  • Lead research across global asset classes including Equities, Fixed Income, Commodities, and Alternatives.
  • Maintain coverage of multi-asset investment products, monitoring 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.

• Portfolio Construction & Asset Allocation

  • Design and manage global multi-asset model portfolios aligned with clients' investment policies and varying risk profiles.
  • Develop strategic and tactical asset allocation frameworks aligned with investment objectives.
  • Optimize portfolios using risk-return analytics, scenario testing, and stress modeling; assess liquidity, drawdown risk, factor exposure, and diversification benefits.
  • Implement rebalancing strategies according to market dynamics and client mandates.

• Investment Committee & Thought Leadership

  • Present high-conviction investment ideas supported by detailed investment memorandums.
  • Contribute to the formulation of global asset class views as part of the Investment Committee.
  • Publish market outlook notes, thematic research, and internal whitepapers.

• 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.

• 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.

Qualifications

• Educational Qualifications:

  • Chartered Accountant (CA) / Chartered Financial Analyst (CFA) / MBA in Finance.

• Experience & Expertise Required:

  • More than 15 years of experience in global wealth management, institutional asset management, or multi-asset research.
  • 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 modeling and research tools.

Preferred Skills

• Experience in quantitative research is highly preferred.
• Knowledge of emerging market trends and investment strategies.

Experience

• A minimum of 15 years in relevant experience in global wealth management or institutional asset management.

Environment

• Office Location: HSR Layout, Bangalore.
• Working in a fast-growing global wealth management platform with an entrepreneurial environment that values independent thinking, ownership, and innovation.

Benefits

• Opportunity to be part of a fast-growing global wealth management platform.
• Work closely with seasoned investment professionals shaping global asset allocation strategies.
• Gain exposure to sophisticated clients, complex multi-asset portfolios, and alternative investment strategies.
• Direct contribution to Investment Committee discussions and portfolio positioning decisions.

Interested candidates can share their updated CV to Jeyasuriya.r@4thoughtsfinance.com.