Portfolio Analyst - Private Wealth (5-7 Yrs) Mumbai/Bangalore (BFSI Sales)

Urgent Hiring Portfolio Analyst for Private Wealth Outfit in MumbaiRoles & Responsibilities:Portfolio Management:- Constructing, monitoring, and rebalancing client portfolios. This includes selecting investments that align with client objectives, risk tolerance, and time horizon.Investment Research:- Conducting thorough research on various asset classes, such as equities, bonds, mutual funds, and alternative investments.- This research helps inform decisions on portfolio allocation and investment strategies.Performance Analysis:- Regularly reviewing and analyzing portfolio performance to ensure alignment with client objectives.- This includes assessing returns, risk metrics, and comparing performance against benchmarks.Client Reporting & Analytics:- Preparing detailed reports and presentations for clients that outline the portfolios performance, asset allocation, and recommendations.- This also involves sophisticated complex financial data & analytics in an understandable manner.Market Monitoring:- Keeping a close eye on market trends, economic updates, and other macroeconomic factors that could impact client portfolios, providing timely recommendations for adjustments.Experience:- A minimum of 5-7 years of relevant experience in multi-asset advisory/ portfolio management, preferably within a private wealth, family office, or institutional asset management setting with exposure to UHNW/HNI clientele (ref:updazz.com)

Payroll Type : Permanent