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

Mumbai

Senior Portfolio Analyst - Private Wealth 

Job Description for Senior Portfolio Analyst - Private Wealth  in Synergy HR Consultancy in  Mumbai for (5-17) years of experience. Apply Now!