Portfolio Research Analyst

3 weeks ago

Kanpur, India Whatjobs IN C2 Full time

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.

  • Wealth Manager

    3 weeks ago

    Kanpur, India Green Portfolio Full time

    About Us One 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...

  • Research Analyst

    2 weeks ago

    Kanpur, India Genetic Callnet Consultancy Pvt Ltd. Full time

    Research Analyst (Law Graduates – Freshers)📍 Location: Andheri (East), Mumbai, Maharashtra 400093 Schedule: Mon to Friday, OnsiteWe’re looking for fresh Law graduates with strong analytical and research skills to join a growing team in the Enhanced Due Diligence / Risk Intelligence domain. The ideal candidate should be curious, detail-oriented, and...

  • Analyst Relations Specialist

    2 weeks ago

    Kanpur, India Tata Consultancy Services Full time

    Roles and Responsibilities:Design, execute and manage overall industry analysis, influencer, thought leaders by playing a key role as a spocConnect, nurture and maintain relationship with industry’ analysts and influencers by various channels to engage and educate regarding product features, updates and road map.Ensuring contracted services are fully...

  • Associate Research Director

    18 hours ago

    Kanpur, India Coforge Full time

    Job Title: Associate DirectorSkills : Research Analyst, Market Trends, Competitive analysisExperience: 13+ yearsLocation: Greater NoidaWe at Coforge are hiring Research Specialist with the following skillset:Requirements :Total of 12+ years of experience and minimum 8+ years of experience as a Research Specialist, with a significant focus on winning deals...

  • Associate Research Director

    2 days ago

    Kanpur, India Coforge Full time

    Job Title: Associate DirectorSkills : Research Analyst, Market Trends, Competitive analysisExperience: 13+ yearsLocation: Greater NoidaWe at Coforge are hiring Research Specialist with the following skillset:Requirements :Total of 12+ years of experience and minimum 8+ years of experience as a Research Specialist, with a significant focus on winning deals...

  • SAP PS Analyst

    3 weeks ago

    Kanpur, India People Prime Worldwide Full time

    About Company : Our client is a trusted global innovator of IT and business services. They help clients transform through consulting, industry solutions, business process services, digital & IT modernization and managed services. Our client enables them, as well as society, to move confidently into the digital future. We are committed to our clients’...

  • Indirect Tax – Legal Reporting

    7 days ago

    Kanpur, India Taxsutra Full time

    Qualifications:CA, LLB, LLM, or CSExperience: 3–5 years(post qualification)Type: Full-Time | Contractual Role Overview:We are looking for an early-career professional in Legal journalism, reporting, tax research, writing, and analysis to join our Indirect Tax team.You will support the GST function by drafting high-quality law reports on judgments,...

  • Sector Intelligence Analyst

    4 weeks ago

    Kanpur, India Rational Equity Full time

    We're Hiring: Sector Intelligence Analyst Are you obsessed with uncovering trends? Do you love digging through data, trade reports, and government sites to find insights no one else is seeing? We're building a master database of industry and macro trends - across sectors, geographies, and time frames - and we're looking for a sharp mind to help lead this...

  • Associate Analyst – SEO and Digital Marketing

    2 weeks ago

    Kanpur, Uttar Pradesh, India SecureRoot Risk Advisory LLP Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionSecureRoot Risk Advisory LLP specializes in providing comprehensive cyber and information security solutions. Their expertise includes areas such as threat detection, vulnerability assessments, incident response, and cybersecurity consulting. The company also offers advanced managed security services, including network security, cloud...

  • Fraud & Payments Risk Analyst - 50820

    2 weeks ago

    Kanpur, India Turing Full time

    About Turing:Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who...