Found Description
Key Responsibilities
• Conduct comprehensive portfolio reviews of client holdings across MF, equities, debt, and FDs.
• Identify duplication, underperformance, and inefficiencies in portfolios.
• Design before–after restructuring proposals showing value-add to clients.
• Build and maintain Team One Model Portfolios (SIP, lumpsum, thematic).
• Provide research notes and talking points for RMs ahead of client meetings.
• Train RMs on market updates, product positioning, and investment narratives.
• Track performance of recommended strategies and update quarterly.
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Desired Profile
• Education: CFA (L1/L2 preferred), CA (with investment exposure), or MBA (Finance).
• Experience: 2+ years in mutual fund/equity research, PMS/AIF, wealth management, or brokerage research desk.
Skills:
• Strong analytical skills in portfolio analysis, asset allocation, and fund research.