
Portfolio Research Specialist
1 day ago
We are seeking a highly analytical and detail-oriented Portfolio Research Analyst to join our team. 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.
The ideal candidate should have a strong background in finance, economics, or a related field, as well as professional certifications such as CFA, CAIA, CFP, NISM, etc. A minimum of 2-5 years of experience in portfolio research, wealth management, or investment advisory is also required.
Key Responsibilities:- Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
- Perform research and due diligence on Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (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 and industry standards.
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Portfolio Strategist
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Senior Equity Research Specialist
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Industry Research Specialist
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Optimizing Investment Portfolios
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Portfolio Manager Lead
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