Analyst - Portfolio Asset Management

Company Overview:

We are looking for a PMS Analyst to support the Portfolio Management team by conducting in-depth equity research, financial analysis, and portfolio monitoring. The role involves generating investment insights, preparing research reports, and ensuring compliance with SEBI PMS regulations.

Key Responsibilities:

- Conduct fundamental research on listed equities (financial modeling, valuation, industry analysis).

- Prepare investment notes, research reports, and stock recommendations for PMS portfolios.

- Track portfolio performance and assist in rebalancing and risk assessment.

- Monitor corporate actions, earnings updates, and macroeconomic developments.

- Support Portfolio Managers in client presentations and review meetings.

- Maintain research documentation and ensure regulatory & compliance adherence.

- Coordinate with dealers, compliance, and operations teams as required.