
Senior Investment Researcher Position Open
1 week ago
Portfolio Research Analyst Role
The Portfolio Research Analyst 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.
Main Responsibilities:
- Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
- Perform comprehensive research and due diligence on investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
- Monitor and track performance of client portfolios against benchmarks and market trends.
- Collaborate with portfolio managers to design customized investment strategies.
- Prepare detailed 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.
- Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.
Required Skills and 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.
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