
Senior Portfolio Strategist
3 days ago
Unlock Your Expertise in Portfolio Analysis
SBNRI is revolutionizing the way we think about NRI Banking. We're seeking a skilled Portfolio Research Analyst to join our team.
About the Role:
- We're looking for an expert who can conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
- The successful candidate will be responsible for performing research and due diligence on Mutual Funds (MFs), Alternatives Investment Funds (AIFs), and Portfolio Management Services (PMS) products.
- You'll also be expected to monitor and track performance of client portfolios against benchmarks and market trends.
Requirements:
- A degree in Finance, Economics or a related field is essential for this role.
- Professional certifications like CFA, CAIA, CFP, or NISM are preferred but not mandatory.
- We're looking for candidates with 2–5 years of experience in portfolio research, wealth management, or investment advisory.
What You'll Get:
- A challenging and rewarding role that allows you to utilize your analytical skills.
- The opportunity to work with a diverse range of clients and products.
- A competitive compensation package that reflects your expertise.
Why Choose Us:
We offer a dynamic and supportive work environment that fosters growth and development. If you're passionate about portfolio analysis and want to take your career to the next level, apply now
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