Senior Portfolio Analyst - Banking

1. Fundamental Research & Analysis

- Lead in-depth fundamental research on equities across multiple sectors, with the ability to move fluidly between industries and geographies.

- Conduct comprehensive financial modelling, including DCF, relative valuation, sum-of-the-parts, and earnings revision analysis.

- Generate well-articulated investment theses with clear buy/sell/hold recommendations backed by rigorous bottom-up analysis.

- Monitor macro trends, central bank policy, geopolitical developments, and their potential impact on portfolio positions across Indian and international markets (USA, China, Korea, and other key regions).

- Provide fixed income research support, including credit analysis, yield curve assessment, duration risk, and sovereign/corporate bond evaluation for the outbound fund.

2. Portfolio Support - Inbound Fund

- Assist the Portfolio Manager in monitoring and rebalancing the existing India-focused inbound AIF.

- Track fund-of-fund holdings, evaluate underlying fund performance, and generate insights on sector and thematic allocation.

- Prepare periodic performance attribution reports, benchmarking results against relevant Indian market indices.

- Identify emerging investment themes within the Indian equity market through sectoral deep-dives and macroeconomic analysis.

3. Outbound Fund Development

- Play a central role in building the research and analytical infrastructure for the outbound fund targeting international equity and fixed income markets.

- Develop coverage of international companies across key markets, with an initial focus on USA, China, and Korea.

- Assess sovereign and corporate fixed income opportunities across international markets, including credit ratings, spread analysis, and macro risk assessment.

- Collaborate with the investment team on asset allocation frameworks and cross-asset strategies for the outbound fund.

4. Investment Strategy & Idea Generation

- Proactively generate and present actionable investment ideas to the portfolio management team.

- Develop and back-test quantitative screens and models to complement the fundamental research process.

- Assess investment opportunities using key financial metrics including IRR, Sharpe Ratio, Information Ratio, and other risk-adjusted return measures.

- Contribute to thematic research by analysing macroeconomic, geopolitical, and sectoral data to identify structural opportunities.

5. Reporting & Thought Leadership

- Prepare high-quality research reports, investment memos, white papers, and client presentations.

- Develop interactive dashboards and tools to communicate portfolio performance and risk metrics effectively.

- Contribute to internal knowledge-sharing, market commentary, and thought leadership initiatives.