Portfolio Analyst

About the Role

The Portfolio Analyst role is a full-time, on-site position based in Mumbai. The Portfolio Analyst will support the investment advisory team by analyzing portfolios, monitoring performance, and preparing regular reports and dashboards for family office clients.

Key Responsibilities

• Conduct research on asset classes and investment products.
• Assist in portfolio construction and rebalancing.
• Evaluate risk-return profiles in line with client objectives.
• Work closely with senior advisors to prepare client presentations.
• Document investment recommendations.
• Maintain accurate data and records.
• Collaborate cross-functionally to ensure timely execution of portfolio decisions.
• Provide clear, data-driven insights to support strategic investment choices.

Requirements & Tech Stack

• Proficiency in Excel and financial analysis tools.
• Experience with portfolio management or analytics software is beneficial.

Qualifications

• Strong Analytical Skills for data interpretation, performance analysis, and risk assessment.
• Solid knowledge of Investments and Portfolio Management to support asset allocation and portfolio optimization.
• Foundational understanding of Finance, including financial markets, instruments, and valuation concepts.
• Effective Communication skills to present insights clearly, prepare client reports, and collaborate with internal stakeholders.
• Relevant academic background such as a degree in Finance, Economics, Business, or a related field.
• Professional certifications (e.g., CFA, CWM, FRM) are an advantage.
• Ability to work with high attention to detail, manage multiple tasks, and maintain confidentiality in handling client information.
• Prior experience in wealth management, investment advisory, or family office environments is a plus.