Portfolio Analytics & Strategy Research Associate

About the Role

We are looking for a detail-oriented and analytical professional to join our team in a Portfolio Analytics & Strategy Research role. The person will be responsible for portfolio reporting, strategy-level analysis, portfolio allocation studies, RMS dashboard conceptualization, and regular testing of trading strategies

This role requires strong coordination skills, hands-on technical ability, and the mindset to question, analyze, and improve existing processes

Key Responsibilities

Portfolio Reporting & Analysis

• Create and publish monthly portfolio reports
• Perform strategy-wise analysis of portfolio performance and slippages
• Highlight key observations, risks, and areas of improvement from the reports
• Coordinate with relevant teams to collect, validate, and reconcile required data

Portfolio Allocation & Research