
Portfolio Manager Specialist
1 day ago
We are seeking a detail-oriented Investment Analyst to join our team. The ideal candidate will have a strong grasp of financial markets, asset classes, and portfolio management.
Key Responsibilities:- Conduct in-depth analysis of mutual funds, portfolio management services, and alternative investment funds in India.
- Track, analyze, and evaluate performance of these schemes across various strategies.
- Perform quantitative and qualitative assessments of fund houses, investment philosophies, and risk management practices.
- Conduct due diligence meetings with fund managers and assess their track record, tenure, and decision-making process.
- Review compliance, governance, and operational risks of PMS/AIF platforms.
- Stay updated on SEBI regulations and industry developments impacting MFs, PMS, and AIFs.
- Track flows, AUM trends, and innovation in product structures.
- Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
- Support investment committees with recommendations and research insights.
- Strong grasp of financial markets and asset classes.
- Hands-on experience with Excel and financial modeling tools.
- Proficiency in quantitative techniques and report writing/presentation skills.
Please note that the required qualifications and experience are as follows:
- Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
- Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
- 4–6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.
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