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Portfolio Analyst - BFS

Portfolio Analyst - BFS

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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