Portfolio Analytics & Strategy Research Associate

About the Role

We are looking for a detail-oriented and analytical professional to join our team in a Portfolio Analytics & Strategy Research role. The person will be responsible for portfolio reporting, strategy-level analysis, portfolio allocation studies, RMS dashboard conceptualization, and regular testing of trading strategies

This role requires strong coordination skills, hands-on technical ability, and the mindset to question, analyze, and improve existing processes

Key Responsibilities

Portfolio Reporting & Analysis

• Create and publish monthly portfolio reports
• Perform strategy-wise analysis of portfolio performance and slippages
• Highlight key observations, risks, and areas of improvement from the reports
• Coordinate with relevant teams to collect, validate, and reconcile required data

Portfolio Allocation & Research

• Use different quantitative models to arrive at optimal portfolio allocations
• Analyze risk-return characteristics of various strategies
• Support decision-making by presenting allocation insights in a clear and structured manner

Strategy Testing

• Backtest and/or Analyse 2 to 3 strategies every month
• Work on backtesting frameworks, data validation, result interpretation, and documentation
• Identify strengths, weaknesses, and possible improvements in strategies

Continuous Improvement Projects

• Take up studies and projects as part of continuous improvement initiatives
• Improve existing reporting, research, and monitoring processes
• Build tools or workflows that help improve efficiency and accuracy

RMS Dashboards

• Conceptualize and create Risk Management System dashboards
• Work with data sources to design useful views for monitoring risk, exposure, performance, and exceptions
• Ensure dashboards are practical, reliable, and easy to interpret

Must-Have Skills

• Strong coordination ability across teams and stakeholders
• Hands-on experience with Python
• Experience working with databases and querying data
• Strong critical thinking and problem-solving ability
• Good working knowledge of Excel
• Basic understanding of how derivative markets work
• Ability to analyze data and convert it into meaningful insights
• Strong attention to detail and ownership of deliverables

Ideal Candidate Profile

The ideal candidate should be analytical, disciplined, and curious. They should be comfortable working with data, building reports, testing ideas, and coordinating with multiple stakeholders. The role is suited for someone who enjoys combining finance, technology, and research to improve portfolio-level decision-making

Experience Required

Minimum 3 years of relevant experience in portfolio analytics, strategy research, data analysis, risk management, trading analytics, or a related role

Why Join Us

• Opportunity to work closely with strategy, portfolio, and risk management teams
• Exposure to real-world portfolio analytics and trading strategy research
• Scope to build dashboards, tools, and models that directly impact decision-making