Investment Research Portfolio Strategist

5 days ago


Delhi, Delhi, India Wealth Management Firm (Stealth) Full time

Wealth Management Firm (Stealth) is a leading investment research organization seeking an experienced Investment Research Portfolio Strategist to join our team.

This role will involve deep-dive analysis of Indian Mutual Funds, Portfolio Management Services, and Alternative Investment Funds to identify key trends and investment opportunities.

The ideal candidate will have strong analytical skills and experience in financial modeling, fund evaluation, risk analysis, and investment strategy development.

  • Conduct qualitative and quantitative research on Indian Mutual Funds, PMS, and AIFs to assess their performance and potential for growth.
  • Develop and maintain comprehensive financial models to evaluate fund manager strategies, sector exposures, and market trends.
  • Analyze economic indicators, asset allocation trends, and regulatory changes impacting funds and portfolios.
  • Prepare detailed investment reports, presentations, and research notes for internal and client-facing discussions.
  • Collaborate with investment teams, financial advisors, and product teams to optimize fund selection and portfolio construction.

Key Requirements:

2-4 years of experience in wealth management, fintech, or financial services with a research or investment strategy focus.

Strong understanding of the Indian MF, PMS, and AIF landscape, including SEBI regulations and fund categories.

Proficiency in financial modeling, fund analysis, and portfolio construction methodologies.

Hands-on experience with fund databases, Bloomberg, Morningstar, or similar tools. Experience with Python is highly desirable.

Strong analytical skills with a deep understanding of risk metrics (Sharpe, Sortino, Beta, Tracking Error, etc.).

Ability to synthesize large datasets into clear investment insights and recommendations.

Excellent communication skills to present research findings to internal and external stakeholders.

CFA Level 1/2 or FRM certification (preferred but not mandatory).



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