Portfolio Analyst

Company Profile

Our client is one of Indias largest Multi Family Office Firm founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

They are recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the Best Team of Private Bankers in India. Over the last decade, our client has been awarded as the best Wealth Management firm across categories. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally 2011 &2009

Role: Portfolio Analyst - Wealth

Location: Gurgaon/ Mumbai/ Bangalore

Employment Type: Full-time

Preferred experience: 2 + years

The Role

The Portfolio Management Analyst role in wealth management supports portfolio managers by conducting in-depth research, analyzing investment performance, and monitoring risk for high-net-worth clients. This role evaluates stocks, bonds, and other securities to optimize asset allocation and provide actionable recommendations to align portfolios with client goals.

Responsibilities

Generate portfolio reports of clients on monthly basis

Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation

Restructuring the portfolio according to changing market dynamics

Coordinate with operations team on daily basis to execute transactions as per action plan

Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same.

Must - Have Qualifications:

Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com Economic Hons.

Proficiency in financial modeling and portfolio management systems (e.g., Bloomberg, Morningstar Office/Direct, Addepar,Envestnet Tamarac).

Risk assessment & tools (BlackRock Aladdin,RiskMetrics,Nitrogen, HiddenLevers)

Should have considerable skills in office tools like Advanced Excel, PowerPoint, etc.

Excellent Analytical, Problem Solving and Communication Skills and be a team player.

Should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations.

Should have the DNA for client centricity and quality.

Preferred Qualifications:

Chartered Financial Analyst (CFA) certification preferred.

Application Method

Apply on LinkedIn or email your resume to: careers@speedmart.co.in