Investment Portfolio Analyst

ConfidentialGurugram, Gurgaon / Gurugram, India

2 days ago

Job description

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

Maintain 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.

C. Research & Analysis

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.

D. Reporting & Communication

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.

Required Qualifications

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

Desired Personal Traits

High integrity and confidentiality

Proactive problem solver

Strong analytical thinking

Excellent communication skills

Ownership mindset (works like a CIO for the family office)

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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