Portfolio Research Advisor (urgent)

Role & responsibilities

Job Responsibility:

1.Fundamental & Report : Produced comprehensive equity research reports covering key investment considerations, including financial

performance, industry trends, competitive landscape,resulting in investment recommendations.

Developed thematic research reports focusing on emerging trends, market disruptions, and macroeconomic

factors impacting investment opportunities.

Analyzed quarterly earnings releases, corporate filings, and industry reports to identify potential investment

risks and opportunities, effectively communicating findings to the fund manager.

2.Portfolio Strategy and Management :Develop, implement, and refine equity investment strategies to achieve targeted returns while managing risk effectively.Monitor equity portfolios, making real-time decisions to optimize performance.  Conduct in-depth analysis of market conditions, economic trends, and potential investment opportunities  

  Adjust portfolio holdings based on market trends, economic developments, and portfolio objectives  

3. Market Research and Analysis: Conduct comprehensive market research to identify trends, opportunities, and risks.Analyze macroeconomic factors, industry dynamics, and company-specific data to inform investment decisions.

4. Risk Management: Assess risk factors associated with portfolios and investments.Implement risk mitigation strategies to protect the portfolio against market volatility.

5. Client Communication : Effectively communicate investment strategies, performance updates, and market insights to clients.Address client inquiries and provide tailored recommendations based on their financial goals.

The candidate should be open for regulatory reporting for IA &PMS as per company requirement.

And The candidate should have a goal for an advisory portfolio AUM.

Qualifications and Experience:

Education: NISM  IA level 1&2 Certificate with  Master's degree in Finance, Economics, or a related field. CFP or CFA certification is highly preferred.

Experience : Min.0-5y