Investment Portfolio Analyst

7 hours ago

Gurgaon, Haryana, India BARAWARE Full time

Role Overview

We are looking for a sharp, analytical, and trustworthy professional to manage, track, and optimize a diversified investment portfolio across equity markets, mutual funds, bonds, and real estate assets.

This person will act as a dedicated portfolio monitoring assistant, providing daily insights, alerts, and strategic recommendations.

Key Responsibilities

A. Financial / Stock Portfolio Management

  • Monitor daily performance of stocks, mutual funds, PMS, SIPs, bonds & alternative assets.
  • Track news, earnings updates, global markets, and macro events (Fed, RBI, crude, USDINR).

Prepare:

  • Daily WhatsApp summary
  • Weekly dashboard
  • Monthly analytical reports
  • Suggest rebalancing, exits, and opportunity buys.
  • Perform risk analysis and scenario modelling.

B. Real Estate Portfolio Monitoring

  • Maintain valuation sheet of all properties: land, commercial units, and residential investments.
  • Track market rates in Delhi NCR, Dehradun, and other regions.
  • Monitor government policy changes affecting real estate.
  • Conduct ROI, rental yield, and price appreciation analysis.
  • Evaluate new deal opportunities, including distressed/NCLT assets.
  • Coordinate with brokers, lawyers, and consultants for due diligence.

C. Research & Analysis

  • Use stock screeners and research platforms (Screener, Tijori, Trendlyne, Koyfin).
  • Build financial and valuation models in Excel/Google Sheets.
  • Conduct deep-dive analysis of businesses, sectors, and real estate locations.

D. Reporting & Communication

  • Deliver crisp daily insights (1-minute reads).
  • Send proactive alerts on portfolio risks or opportunities.
  • Maintain confidentiality and organize financial data efficiently.
  • Present monthly investment performance reviews.

Required Qualifications

  • MBA (Finance) / CFA Level 1+
  • 2–3 years of relevant experience in:
  • Wealth Management
  • Portfolio Analysis
  • Real Estate Investment / Underwriting
  • Financial Research
  • Strong knowledge of:
  • Equity Markets
  • Mutual Fund Analytics
  • Valuation & Financial Modelling
  • Real Estate Markets
  • Taxation Basics
  • Advanced Excel & Google Sheets proficiency
  • Familiarity with stock screeners and market data tools

Desired Personal Traits

  • High integrity and confidentiality
  • Proactive problem solver
  • Strong analytical thinking
  • Excellent communication skills
  • Ownership mindset (works like a CIO for the family office)

Compensation

Competitive salary with performance-based bonus linked to portfolio outcomes

Job Type: Full-time

Pay: From ₹60,000.00 per month

Work Location: In person

  • Senior Portfolio Investment Analyst Lead

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time

    The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while...

  • Portfolio Analyst, AVP

    5 days ago

    Gurgaon, Haryana, India RBS Full time

    Join us as a Portfolio AnalystYou'll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approachWorking closely with the Portfolio Manager, you'll ensure that we continue to complete accurate monthly reporting and assurance activities required by our...

  • Portfolio Research Analyst

    2 weeks 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-orientedPortfolio Research Analystwith strong expertise...

  • Social Media Marketing Intern

    2 weeks ago

    Gurgaon, Haryana, India Green Portfolio Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionGreen Portfolio, registered under SEBI, is a rapidly growing Portfolio Management and Research Analyst company focused on Indian equity markets. We cater to both portfolio management services (PMS) and investment advice to retail clients globally, with AUM and AUA exceeding INR 380 Crores as of April 30th. Our team, led by co-founders CA...

  • Investment Fund Analyst

    2 weeks ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 21 November 2025Title: Investment Fund AnalystDepartment: Investment Fund Analysts TeamReporting To: Associate director - Investment Fund AnalystLocation: Gurgaon, IndiaAbout Fidelity InternationalFidelity International offers world class investment solutions and retirement expertise. As a...

  • Investment Fund Analyst

    5 days ago

    Gurgaon, Haryana, India Fidelity International Full time

    Department DescriptionThe Investment Fund Analysts team is India is an integral part of the Investment Directing teams (Equities, Fixed income and Multi Asset) based in London, Japan, Hong Kong and Canada. The Investment Fund Analysts in India works closely with the Investment Directing teams in overseas offices and the role involves supporting Investment...

  • Investment Analyst

    2 weeks ago

    Gurgaon, Haryana, India Terex Ventures Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Join a fast-scaling investment & advisory firm powering founders across India, UAE, Japan & South Africa.Terex Ventures India is expanding its core team and looking for a drivenInvestment Analystto support deal evaluation, financial modelling, research, and founder advisory.Key ResponsibilitiesBuild and analyse financial models, valuations, and startup...

  • Associate - Investment Fund Analyst

    2 weeks ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 28 November 2025Job DescriptionTitle Associate - Investment Fund AnalystDepartment Client Propositions SupportLocation Gurgaon, IndiaReports To Senior Manager - Investment Fund AnalystLevel 2We're proud to have been helping our clients build better financial futures for over 50 years. How have we...

  • Senior Portfolio Manager

    2 weeks ago

    Gurgaon, Haryana, India Realty Smartz Pvt Ltd Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Roles & ResponsibilitiesDevelop and implement real estate investment and asset management strategies.Identify, evaluate, and manage acquisitions, disposals, and redevelopment opportunities.Monitor portfolio returns, budgets, and valuations to maximize profitability.Oversee property operations, leasing, and capital improvements to enhance value.Assess and...

  • Portfolio Manager

    2 weeks ago

    Gurgaon, Haryana, India KRPL PROJECTS Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

    Company DescriptionKRPL PROJECTS is a trusted provider of real estate advisory services specializing in homes, offices, and retail spaces. The organization is driven by a team of experienced professionals and is committed to leveraging innovation to deliver outstanding results. With a customer-focused approach, KRPL PROJECTS provides strategic guidance to...