Investment Portfolio AnalystConfidential • Gurugram, Gurgaon / Gurugram, India
Investment Portfolio Analyst
Confidential • Gurugram, Gurgaon / Gurugram, India
18 days ago
Job descriptionMaintain valuation sheet of all properties : land, commercial units, and residential investments. Track market rates in Delhi NCR, Dehradun, and other regions. Monitor government policy changes affecting real estate. Conduct ROI, rental yield, and price appreciation analysis. Evaluate new deal opportunities, including distressed / NCLT assets. Coordinate with brokers, lawyers, and consultants for due diligence. Use stock screeners and research platforms (Screener, Tijori, Trendlyne, Koyfin). Build financial and valuation models in Excel / Google Sheets. Conduct deep-dive analysis of businesses, sectors, and real estate locations. Deliver crisp daily insights (1-minute reads). Send proactive alerts on portfolio risks or opportunities. Maintain confidentiality and organize financial data efficiently. Present monthly investment performance reviews. MBA (Finance) / CFA Level 1+ 2–3 years of relevant experience in : Wealth Management Portfolio Analysis Real Estate Investment / Underwriting Financial Research Strong knowledge of : Equity Markets Mutual Fund Analytics Valuation & Financial Modelling Real Estate Markets Taxation Basics Advanced Excel & Google Sheets proficiency Familiarity with stock screeners and market data tools High integrity and confidentiality Proactive problem solver Strong analytical thinking Excellent communication skills Ownership mindset (works like a CIO for the family office)
Role Overview
We are looking for a sharp, analytical, and trustworthy professional to manage, track, and optimize a diversified investment portfolio across equity markets, mutual funds, bonds, and real estate assets.
This person will act as a dedicated portfolio monitoring assistant, providing daily insights, alerts, and strategic recommendations.
Key Responsibilities A. Financial / Stock Portfolio Management
- Monitor daily performance of stocks, mutual funds, PMS, SIPs, bonds & alternative assets.
- Track news, earnings updates, global markets, and macro events (Fed, RBI, crude, USDINR).
- Prepare :
- Daily WhatsApp summary
- Weekly dashboard
- Monthly analytical reports
- Suggest rebalancing, exits, and opportunity buys.
- Perform risk analysis and scenario modelling.
B. Real Estate Portfolio Monitoring
C. Research & Analysis
D. Reporting & Communication
Required Qualifications
Desired Personal Traits
Compensation
Competitive salary with performance-based bonus linked to portfolio outcomes
Skills Required
Equity Markets, Valuation, google sheets , Advanced Excel, Financial Modelling
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Investment Analyst • Gurugram, Gurgaon / Gurugram, India
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