Investment Portfolio AnalystConfidential • Gurugram, Gurgaon / Gurugram, India

Investment Portfolio Analyst

Confidential • Gurugram, Gurgaon / Gurugram, India

18 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

Create a job alert for this search

Investment Analyst • Gurugram, Gurgaon / Gurugram, India

Related jobs

Investment Analyst

Acuity Knowledge Partners • Gurugram, Haryana, India

This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytica...Show more

Last updated: 7 days ago • Promoted

Senior Analyst - Credit Risk (Corporate)

NAB • Gurugram, Haryana, India

This role will work closely with Corporate & Institutional Banking (C&IB) Client Coverage bankers, CME, Markets and Products teams, as well as Legal, Treasury, Credit Risk and Operations with the a...Show more

Last updated: 6 days ago • Promoted

Senior Analyst - Credit Risk

NAB • Gurgaon, India

This role will work collaboratively with your offshore Client Management & Execution (CME) partners and closely with wider Corporate & Institutional Banking (C&IB) Client Coverage bankers, , Market...Show more

Last updated: 6 days ago • Promoted

Analyst (Investment Banking / Buy-Side Experience Required)

Abbott Laboratories • Gurgaon, Republic Of India, IN

About Turing : Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways : Working with the worl...Show more

Last updated: 6 hours ago • Promoted • New!

Planify Capital - Fund Based Financial Analyst

Planify capital limited • Gurgaon, India

Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.Youll conduct deep equity research, build and maintain financial models, perform fundamental & t...Show more

Last updated: 15 days ago • Promoted

Business Analyst - Investment Banking

AKMV Consultants Pvt Ltd • Gurgaon Kty., HR, in

Quick Apply

Designation : Business Analyst—Investment Banking.Note : Our Office is in Sector 49, Gurugram.We expect you to reside within a reasonable commuting distance from office.AKMV Consultants is a bou...Show more

Last updated: 30+ days ago

Impact Investment Exchange - Senior Credit Analyst

IIX • Delhi NCR, India

About Impact Investment Exchange (IIX) Impact Investment Exchange (IIX) is a pioneer in impact investing, dedicated to reshaping finance for sustainable development.Over the pa...Show more

Last updated: 23 days ago • Promoted

Associate - Portfolio Management Group

Oxane Partners • Gurugram, Haryana, India

We’re a one-stop solutions partner for the private credit markets, on the path to becoming the largest independent solutions provider to private credit, globally. Founded by ex-Deutsche Bank investm...Show more

Last updated: 7 days ago • Promoted

Torfac - Director - Portfolio & Wealth Management

Torfac Canada Inc • Gurgaon, India

Description : About Company Torfac signifies growth for every individual part of our team.We are a global organization with a vision of providing ...Show more

Last updated: 30+ days ago • Promoted

Forward Deployed Analyst (Ex-Ib / Pe / Hf / Buyside)

Acuity Knowledge Partners • Gurgaon, Republic Of India, IN

About the Role The individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations.The ...Show more

Last updated: 6 hours ago • Promoted • New!

Fund Based Financial Analyst

Planify Capital Limited • Gurugram, Haryana, India

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.You’ll conduct deep equity research, build and maintain financial models, perform ...Show more

Last updated: 7 days ago • Promoted

Oxane Partners - Structured Finance & Portfolio Management Role - Alternative Investments

Oxane Partners India Private Limtied • Gurgaon, India

Job Description - The primary responsibility would involve working closely with clients in understanding their requirement for investment deals in structured finance space.The individual ...Show more

Last updated: 12 days ago • Promoted

Senior Analyst-Credit Risk

Evalueserve • Gurgaon, Republic Of India, IN

Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show more

Last updated: 6 days ago • Promoted

Mutual Fund Research Analyst

clickto-invest • Gurgaon, Republic Of India, IN

Full-time | Research & Analysis.We are looking for a highly motivated.Chartered Accountant (Fresher).The ideal candidate should have strong analytical skills, attention to detail, and the ability t...Show more

Last updated: 12 days ago • Promoted

Senior / Lead / Principal Analyst - Private Credit

Risk Resources LLP • Gurgaon, India

Private Credit, Asset Management, and high-impact financial analysis? We are looking for strong finance professionals to join our prestigious client Asset Management team withi...Show more

Last updated: 4 days ago • Promoted

Investments & Portfolio Manager

Recur Club • Gurugram, India

About Recur Club : Recur Club is an AI-native debt marketplace revolutionizing how SMEs and startups access growth and working capital. We use real-time business data a...Show more

Last updated: 30+ days ago • Promoted

Analyst / Sr. Analyst, Portfolio Management

Adani Realty • Gurgaon, Republic Of India, IN

Amherst Overview Amherst is a vertically integrated real estate investment, development, and operating platform, offering solutions across the U. SFR), mortgage-backed securities (MBS), and commerci...Show more

Last updated: 6 hours ago • Promoted • New!

Portfolio Manager

Fionics • Gurgaon, Republic Of India, IN

Marsh operations We are seeking a talented individual to join our Placement team at Marsh.This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three da...Show more

Last updated: 30+ days ago • Promoted