Portfolio Research Analyst

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Role Overview :

We are seeking a highly analytical and detail-oriented

Portfolio Research Analyst

with strong expertise in

portfolio rebalancing

and deep knowledge of investment products such as

Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

Key Responsibilities :

Conduct

portfolio analysis and rebalancing

to optimize asset allocation and manage risk-adjusted returns.

Perform

research and due diligence

on MFs, AIFs, and PMS products to support investment recommendations.

Monitor and track performance of client portfolios against benchmarks and market trends.

Collaborate with portfolio managers to design customized investment strategies.

Prepare

investment research reports, presentations, and client notes .

Support in creating

model portfolios

and recommending rebalancing strategies based on market movements.

Ensure compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).

Continuously monitor

macroeconomic indicators, sectoral developments, and fund manager strategies

to provide timely inputs.

Required Skills & Qualifications :

Bachelor’s / Master’s degree in Finance, Economics, or related field.

Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.

2–5 years of experience

in portfolio research, wealth management, or investment advisory.

Strong understanding of

portfolio rebalancing techniques

and asset allocation models.

In-depth knowledge of

Mutual Funds, AIFs, and PMS

structures, strategies, and regulatory aspects.

Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).

Excellent written and verbal communication skills with ability to present complex data simply.

Key Attributes :

Strong analytical and problem-solving ability.

Detail-oriented with a client-first mindset.

Ability to work in a fast-paced, dynamic environment.

Team player with strong collaboration skills.