Senior Portfolio Analyst - Private Wealth

Senior Portfolio Analyst - Private Wealth - Mumbai

Description: Urgent Hiring Senior Portfolio Analyst for Private Wealth Outfit in Mumbai

Roles & Responsibilities:

Portfolio Management:

- Constructing, monitoring, and rebalancing client portfolios. This includes selecting investments that align with client objectives, risk tolerance, and time horizon.

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.

Performance Analysis:

- Regularly reviewing and analyzing portfolio performance to ensure alignment with client objectives.

- This includes assessing returns, risk metrics, and comparing performance against benchmarks.

Client Reporting & Analytics:

- Preparing detailed reports and presentations for clients that outline the portfolios performance, asset allocation, and recommendations.

- This also involves sophisticated complex financial data & analytics in an understandable manner.

Market Monitoring:

- Keeping a close eye on market trends, economic updates, and other macroeconomic factors that could impact client portfolios, providing timely recommendations for adjustments.

Experience:

- A minimum of 5-7 years of relevant experience in multi-asset advisory/ portfolio management, preferably within a private wealth, family office, or institutional asset management setting with exposure to UHNW/HNI clientele