Senior Portfolio Research Analyst

5 days ago


Delhi, Delhi, India Wealth Management Firm (Stealth) Full time

Senior Portfolio & Fund Research Analyst

Location: Delhi, India

Experience: 2-4 years

Industry: Wealth Management | Fintech | Financial Services

About the Role

We are looking for a Senior Portfolio & Fund Research Analyst to join our investment research team. This role involves deep-dive fund analysis, financial modeling, and portfolio research , with a focus on Indian Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) . The ideal candidate should have experience in wealth management, or financial services , with a strong foundation in fund evaluation, risk analysis, and investment strategy development .

Key Responsibilities

  • Conduct qualitative and quantitative research on Indian Mutual Funds (MFs), PMS, and AIFs to identify investment opportunities.
  • Build and maintain financial models to assess fund performance, risk-adjusted returns, and portfolio allocations.
  • Analyze fund manager strategies, sector exposures, and market trends to generate actionable insights.
  • Develop and enhance fund scoring frameworks based on key performance metrics.
  • Track and evaluate economic indicators, asset allocation trends, and regulatory changes impacting funds and portfolios.
  • Prepare investment reports, presentations, and research notes for internal and client-facing discussions.
  • Collaborate with investment teams, financial advisors, and product teams to optimize fund selection and portfolio construction.

Key Requirements

2-4 years of experience in wealth management, fintech, or financial services , with a research or investment strategy focus.

Strong understanding of Indian MF, PMS, and AIF landscape , including SEBI regulations and fund categories.

Proficiency in financial modeling, fund analysis, and portfolio construction methodologies .

Hands-on experience with fund databases, Bloomberg, Morningstar, or similar tools . Experience with Python is huge plus

Strong analytical skills with a deep understanding of risk metrics (Sharpe, Sortino, Beta, Tracking Error, etc.) .

Ability to synthesize large datasets into clear investment insights and recommendations.

Excellent communication skills to present research findings to internal and external stakeholders.

CFA Level 1/2 or FRM certification (preferred but not mandatory).

Why Join Us?



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