Portfolio Strategist - Capital Markets

We are seeking an experienced investment professional to drive portfolio performance, support wealth management teams, and contribute to the organization's overall financial growth strategy. The ideal candidate will possess strong expertise in financial markets, portfolio construction, asset allocation, and investment advisory, with the ability to develop actionable strategies aligned with client and business objectives.

Key Responsibilities:

- Drive achievement of the organization's financial targets, revenue goals, and business mix objectives through effective portfolio and investment strategy management.

- Manage and optimize investment portfolios with the objective of delivering returns that consistently outperform benchmark indices while maintaining acceptable risk-adjusted performance.

- Conduct in-depth market research, macroeconomic analysis, and sector evaluations to identify emerging investment opportunities and potential risks.

- Develop and recommend asset allocation strategies across equity, fixed income, mutual funds, alternative investments, structured products, and other financial instruments.

- Support and guide wealth managers, relationship managers, and sales teams by providing updates on new financial products, investment solutions, and market trends to strengthen client conversations and improve sales effectiveness.

- Collaborate with internal teams including research, product, compliance, and leadership to formulate house views across asset classes and align investment strategies with organizational objectives.

- Participate actively in investment committee discussions by presenting market insights, portfolio performance analysis, and new product or strategy recommendations.

- Identify and propose innovative product concepts, investment solutions, and portfolio offerings based on evolving market needs and client demand.

- Monitor portfolio risk exposure, ensure adherence to investment mandates, and maintain compliance with internal risk frameworks and regulatory requirements.

- Contribute to the continuous enhancement of the investment platform through automation initiatives, process improvements, technology adoption, and operational efficiencies.

- Stay updated with regulatory changes, market developments, taxation policies, and industry best practices to ensure business readiness and compliance.

- Prepare periodic portfolio reviews, investment reports, and performance presentations for senior management and stakeholders.

Preferred Candidate Profile:

- MBA / CFA / CA / FRM or equivalent qualification in Finance, Investments, or related field.

- Strong understanding of capital markets, portfolio management, wealth advisory, and financial products.

- Experience in investment strategy, research, wealth management, private banking, or portfolio advisory.

- Excellent analytical, quantitative, and decision-making skills.

- Strong communication and stakeholder management abilities.

- Knowledge of regulatory frameworks applicable to investment products and advisory services.