
Strategic Investment Professional
2 days ago
We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products.
The ideal candidate will have a Bachelor's or Master's degree in Finance, Economics, or a related field, along with professional certifications such as CFA, CAIA, CFP, or NISM.
- Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
- Perform research and due diligence on Mutual Funds, Alternative Investment Funds, and Portfolio Management Services 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 and industry standards.
The successful candidate will possess excellent written and verbal communication skills, with the 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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