Head – Market & Portfolio Insights

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 14000+ Crs of their assets.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

About the Role

Head of Investment Intelligence

Key Responsibilities

1. Market & Portfolio Insights

• Build and communicate structured insights around portfolios, markets, and macro trends through reports, dashboards, and presentations.
• Evaluate portfolio performance drivers, risk exposures, and valuation trends using data-driven frameworks.
• Collaborate with Fund Management, Research, and Product teams to contextualize insights and drive investment outcomes.

2. Thought Leadership

• Write high-quality articles, blogs, and research pieces that reflect independent, well-reasoned thinking.
• Contribute to Dezerv’s voice on markets and portfolio strategy — shaping how investors understand risk, return, and discipline.

3. Data & Technology Integration

• Extract, process, and analyze large datasets using SQL and Python.
• Be hands-on with data sources such as Bloomberg, FactSet, Capital IQ, CMIE Economic Outlook, ProwessIQ, ACE Equity, and ACE MF.
• Work with product and engineering teams to build scalable tools and processes that enhance portfolio intelligence and execution.

4. Communication & Collaboration

• Present insights clearly to internal teams and clients through well-structured presentations and discussions.
• Act as a bridge between research, fund management, dealing, and sales — ensuring insights are actionable and aligned.

Qualifications & Skills:

• 8–12 years of relevant experience in investment research, portfolio analytics, strategy, or related domains.
• Strong understanding of portfolio management, economics, and capital markets.
• Proficient in SQL and Python, with experience extracting and interpreting data from institutional financial databases.
• Demonstrated ability to write clearly and thoughtfully — published articles, blogs, or reports preferred.
• Excellent presentation and communication skills.
• Curiosity, intellectual depth, and the ability to connect dots across markets, data, and investor behavior.