Investment Portfolio Analyst

2 days ago

Gurgaon, Haryana, India BARAWARE Full time ₹ 7,20,000 - ₹ 14,40,000 per year

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

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