Portfolio Analyst - Mumbai City
3 days ago

Job summary
Analyst support for the advisor/relationship team which will include: Generate portfolio reports of clients on monthly basis Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation Restructuring the portfolio according to changing market dynamics Coordinate with operations team on daily basis to execute transactions as per action plan Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same.
- 3-6 years of prior relevant work experience
- Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com – Economic Hons.
Job description
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