Investment Portfolio Analyst

Role Overview

We are looking for a sharp, analytical, and trustworthy professional to manage, track, and optimize a diversified investment portfolio across equity markets, mutual funds, bonds, and real estate assets.

This person will act as a dedicated portfolio monitoring assistant, providing daily insights, alerts, and strategic recommendations.

Key Responsibilities

A. Financial / Stock Portfolio Management

• Monitor daily performance of stocks, mutual funds, PMS, SIPs, bonds & alternative assets.
• Track news, earnings updates, global markets, and macro events (Fed, RBI, crude, USDINR).

• Prepare:
• Daily WhatsApp summary
• Weekly dashboard
• Monthly analytical reports
• Suggest rebalancing, exits, and opportunity buys.
• Perform risk analysis and scenario modelling.

B. Real Estate Portfolio Monitoring

• Maintain valuation sheet of all properties: land, commercial units, and residential investments.
• Track market rates in Delhi NCR, Dehradun, and other regions.
• Monitor government policy changes affecting real estate.
• Conduct ROI, rental yield, and price appreciation analysis.
• Evaluate new deal opportunities, including distressed/NCLT assets.
• Coordinate with brokers, lawyers, and consultants for due diligence.

C. Research & Analysis

• Use stock screeners and research platforms (Screener, Tijori, Trendlyne, Koyfin).
• Build financial and valuation models in Excel/Google Sheets.
• Conduct deep-dive analysis of businesses, sectors, and real estate locations.

D. Reporting & Communication

• Deliver crisp daily insights (1-minute reads).
• Send proactive alerts on portfolio risks or opportunities.
• Maintain confidentiality and organize financial data efficiently.
• Present monthly investment performance reviews.

Required Qualifications

• MBA (Finance) / CFA Level 1+
• 2–3 years of relevant experience in:
• Wealth Management
• Portfolio Analysis
• Real Estate Investment / Underwriting
• Financial Research
• Strong knowledge of:
• Equity Markets
• Mutual Fund Analytics
• Valuation & Financial Modelling
• Real Estate Markets
• Taxation Basics
• Advanced Excel & Google Sheets proficiency
• Familiarity with stock screeners and market data tools

Desired Personal Traits

• High integrity and confidentiality
• Proactive problem solver
• Strong analytical thinking
• Excellent communication skills
• Ownership mindset (works like a CIO for the family office)

Compensation

Competitive salary with performance-based bonus linked to portfolio outcomes