Portfolio Analyst

ESP Consultant India Pvt. Ltd.; Mumbai Suburban; On-site; INR 700,000 - 900,000; Full time

Job summary

A financial consulting firm is seeking a portfolio management analyst to assist portfolio managers in constructing and monitoring client portfolios. The role involves conducting investment research, analyzing portfolio performance, and preparing client reports. Candidates should have strong analytical and communication skills, alongside a solid understanding of financial markets. This is an excellent opportunity to contribute to client success in a dynamic environment.

Qualifications

• Strong analytical skills for performance analysis.
• Excellent communication skills for client reporting.
• Understanding of financial markets and investment strategies.

Responsibilities

• Assist in constructing and monitoring client portfolios.
• Conduct thorough research on asset classes.
• Prepare reports outlining portfolio performance.
• Performing regular portfolio performance analysis and benchmarking against goals.
• Preparing detailed client reports and presentations with actionable insights.
• Ensuring compliance with regulatory requirements and internal policies.

Job description

1. Portfolio Management: Assisting portfolio managers/ Sr. advisors in constructing, monitoring, and rebalancing client portfolios. This includes selecting investments that align with client objectives, risk tolerance, and time horizon.

2. Investment Research: Conducting thorough research on various asset classes, such as equities, bonds, mutual funds, and alternative investments. This research helps inform decisions on portfolio allocation and investment strategies.

3. Performance Analysis: Regularly reviewing and analyzing portfolio performance to ensure alignment with client goals. This includes assessing returns, risk metrics, and comparing performance against benchmarks.

4. Client Reporting & Analytics: Preparing detailed reports and presentations for clients that outline the portfolio’s performance, asset allocation, and future recommendations. This also involves communicating complex financial data & analytics in an understandable manner.

5. Market Monitoring: Keeping a close eye on market trends, economic news, and other macroeconomic factors that could impact client portfolios, providing timely recommendations for adjustments.

6. Compliance and Documentation: Ensuring that all investments and transactions comply with regulatory requirements and internal policies. This may include managing risk assessments and maintaining proper documentation for audits.