D Square Consulting Services Pvt LtdBangalore, India
3 days ago
Job description
Responsibilities :
Conduct in-depth research and analysis of investment opportunities across various asset classes (e.g., equities, fixed income, alternatives).
Develop and maintain portfolio models and performance reports.
Monitor portfolio performance and identify areas for improvement.
Assist in the development and implementation of investment strategies.
Prepare presentations and reports for clients and internal stakeholders.
Stay abreast of market trends and economic developments.
Collaborate with other team members to ensure the successful management of client portfolios.
Conduct due diligence on investment managers and strategies.
Ensure compliance with all relevant regulations and internal policies.
Contribute to the development of new investment products and services.
Manage and maintain portfolio data and systems.
Qualifications : -
3-8 years of experience in portfolio analysis, investment management, or a related role.
Strong understanding of financial markets, investment strategies, and portfolio management techniques.
Proficiency in financial modeling and analysis tools (e.g., Excel, Bloomberg, FactSet).
Excellent analytical, problem-solving, and communication skills.
Ability to work independently and as part of a team.
Strong attention to detail and accuracy.
CFA designation or progress towards completion is a plus.
Experience with portfolio management software is preferred.
Knowledge of regulatory requirements related to investment management.
(ref : iimjobs.com)
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Portfolio Analyst • Bangalore, India
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