
Expert Portfolio Research Specialist
1 week ago
We are seeking a highly analytical Portfolio Research Analyst with expertise in portfolio rebalancing and knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
Key Responsibilities- Analyze client portfolios to optimize asset allocation and manage risk-adjusted returns.
- Perform research 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 and client notes.
- Bachelor's or Master's degree in Finance, Economics, or related field.
- Professional certifications (CFA, CAIA, CFP, NISM) preferred.
- 2-5 years of experience in portfolio research, wealth management, or investment advisory.
- Strong understanding of portfolio rebalancing techniques and asset allocation models.
- Strong analytical and problem-solving ability.
- Detail-oriented with a client-first mindset.
- Ability to work in a fast-paced environment.
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