Portfolio Research Analyst

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Role Overview:

Portfolio Research Analyst

Key Responsibilities:

• Conduct

  portfolio analysis and rebalancing

  to optimize asset allocation and manage risk-adjusted returns.
• Perform

  research and due diligence

  on MFs, AIFs, and PMS products to support investment recommendations.
• Monitor and track performance of client portfolios against benchmarks and market trends.
• Collaborate with portfolio managers to design customized investment strategies.
• Prepare

  investment research reports, presentations, and client notes

  .
• Support in creating

  model portfolios

  and recommending rebalancing strategies based on market movements.
• Ensure compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).
• Continuously monitor

  macroeconomic indicators, sectoral developments, and fund manager strategies

  to provide timely inputs.

Required Skills & Qualifications:

• Bachelor’s/Master’s degree in Finance, Economics, or related field.
• Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.

• 2–5 years of experience

  in portfolio research, wealth management, or investment advisory.
• Strong understanding of

  portfolio rebalancing techniques

  and asset allocation models.
• In-depth knowledge of

  Mutual Funds, AIFs, and PMS

  structures, strategies, and regulatory aspects.
• Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
• Excellent written and verbal communication skills with ability to present complex data simply.

Key Attributes:

• Strong analytical and problem-solving ability.
• Detail-oriented with a client-first mindset.
• Ability to work in a fast-paced, dynamic environment.
• Team player with strong collaboration skills.