Portfolio Analyst

15 hours ago

Bengaluru, India D Square Consulting Services Pvt Ltd Full time

Responsibilities:- Conduct in-depth research and analysis of investment opportunities across various asset classes (e.g., equities, fixed income, alternatives).- Develop and maintain portfolio models and performance reports.- Monitor portfolio performance and identify areas for improvement.- Assist in the development and implementation of investment strategies.- Prepare presentations and reports for clients and internal stakeholders.- Stay abreast of market trends and economic developments.- Collaborate with other team members to ensure the successful management of client portfolios.- Conduct due diligence on investment managers and strategies.- Ensure compliance with all relevant regulations and internal policies.- Contribute to the development of new investment products and services.- Manage and maintain portfolio data and systems. Qualifications:-- 3-8 years of experience in portfolio analysis, investment management, or a related role.- Strong understanding of financial markets, investment strategies, and portfolio management techniques.- Proficiency in financial modeling and analysis tools (e.g., Excel, Bloomberg, FactSet).- Excellent analytical, problem-solving, and communication skills.- Ability to work independently and as part of a team.- Strong attention to detail and accuracy.- CFA designation or progress towards completion is a plus.- Experience with portfolio management software is preferred.- Knowledge of regulatory requirements related to investment management. (ref:iimjobs.com)

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