Research Analyst - PMS
📍 Mumbai
💼 Experience: 3-5 Years
- Manage and grow discretionary PMS portfolios tailored to clients’ individual financial objectives and risk profiles.
- Conduct comprehensive portfolio reviews, recommend strategic asset allocation, and identify rebalancing opportunities to enhance returns and manage risk.
- Collaborate with the investment and research teams to deliver timely market outlooks, sectoral insights, and research-based investment recommendations.
- Oversee the onboarding and documentation process for new investors, ensuring seamless execution and adherence to regulatory and compliance requirements.
- Monitor portfolio performance relative to benchmarks and ensure alignment with investment mandates and client expectations.
- Stay abreast of market trends, macroeconomic developments, and regulatory changes impacting PMS operations and client portfolios.