Portfolio Research Analyst

5 days ago

Gurgaon, Haryana, India SBNRI Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Role Overview:

We are seeking a highly analytical and detail-oriented
Portfolio Research Analyst
with strong expertise in
portfolio rebalancing
and deep knowledge of investment products such as
Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS)
. 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.

Key Responsibilities:

  • Conduct
    portfolio analysis and rebalancing
    to optimize asset allocation and manage risk-adjusted returns.
  • Perform
    research and due diligence
    on MFs, AIFs, and 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 (SEBI guidelines, investment policies, etc.).
  • Continuously monitor
    macroeconomic indicators, sectoral developments, and fund manager strategies
    to provide timely inputs.

Required Skills & 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.

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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