Portfolio Research Analyst
7 days ago
Company description -SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.Role Overview: We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.Key Responsibilities: Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.Perform research and due diligence on MFs, AIFs, and PMS products to support investment recommendations.Monitor and track performance of client portfolios against benchmarks and market trends.Collaborate with portfolio managers to design customized investment strategies.Prepare investment research reports, presentations, and client notes .Support in creating model portfolios and recommending rebalancing strategies based on market movements.Ensure compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.Required Skills & Qualifications: Bachelor’s/Master’s degree in Finance, Economics, or related field.Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.2–5 years of experience in portfolio research, wealth management, or investment advisory.Strong understanding of portfolio rebalancing techniques and asset allocation models.In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).Excellent written and verbal communication skills with ability to present complex data simply.Key Attributes: Strong analytical and problem-solving ability.Detail-oriented with a client-first mindset.Ability to work in a fast-paced, dynamic environment.Team player with strong collaboration skills.
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Research Analyst
7 days ago
New Delhi, India Divine Trading Community Center Full timeRole DescriptionThis is a full-time, on-site role for aResearch Analyst – Equity, Derivatives & Commodities. The Research Analyst will be responsible for conducting bothtechnical and fundamental analysisacross equity, derivative (futures & options), and commodity markets. The role involves analyzing market trends, price movements, and economic indicators...
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Research Analyst
2 weeks ago
New Delhi, India Divine Trading Community Center Full timeRole Description This is a full-time, on-site role for aResearch Analyst – Equity, Derivatives & Commodities . The Research Analyst will be responsible for conducting bothtechnical and fundamental analysisacross equity, derivative (futures & options), and commodity markets. The role involves analyzing market trends, price movements, and economic indicators...
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Equity Research Analyst
1 week ago
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timePosition: Equity Research Analyst – BFSI (Buy-Side) Location: MumbaiExperience: ~10 years total experience with 5–6 years in BFSI researchQualification: MBA (Finance) / CAAbout the Role:We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund...
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Equity Research Analyst
1 week ago
Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timePosition: Equity Research Analyst – BFSI (Buy-Side) Location: Mumbai Experience: ~10 years total experience with 5–6 years in BFSI research Qualification: MBA (Finance) / CA About the Role: We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund...
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Research Analyst
4 weeks ago
New Delhi, India Uprety Capital Full timeJob Title:Research Analyst – Hedge Fund Location:Mumbai, India (Remote) Employment Type:Full-TimeAbout the Role We are seeking an experiencedResearch Analystto join our hedge fund team. The ideal candidate will have a strong background in financial research, market analysis, and investment strategy development. This role is remote, with collaboration...
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Research Analyst
7 days ago
New Delhi, India Uprety Capital Full timeJob Title:Research Analyst – Hedge FundLocation:Mumbai, India (Remote) Employment Type:Full-TimeAbout the Role We are seeking an experiencedResearch Analystto join our hedge fund team. The ideal candidate will have a strong background in financial research, market analysis, and investment strategy development. This role is remote, with collaboration across...
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Research Analyst
1 week ago
Delhi, Greater Noida, NCR, Noida, India Digipanda Consulting Full time ₹ 3,00,000 - ₹ 7,00,000 per yearJob Description Equity Research Analyst (ASX Markets)Position: Equity Research AnalystLocation: Noida, IndiaShift Timings: 9:00 AM 6:00 PM (IST)Working Days: 5 Days a Week (Monday – Friday)Work Mode: Office-based with Work From Home available on Manager's approvalSalary: Up to INR 6,00,000 per annum + Bonus & Incentives up to INR 1,00,000Experience...
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Wealth Manager
1 week ago
Delhi, India Green Portfolio Full timeAbout UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
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Analyst, Research and Investment Services
4 weeks ago
New Delhi, India TresVista Full timeAbout TresVista TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's...
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Analyst, Research and Investment Services
3 weeks ago
New Delhi, India TresVista Full timeAbout TresVistaTresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's...
