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 :

Key Attributes :