Analyst – Global Portfolio Strategy and Asset Allocation
Department:
Investment Advisory
Reports To:
Head of Portfolio Strategy / Chief Investment Officer
Location:
Mumbai
Employment Type:
Full-time
Role Overview
We are seeking a highly motivated and experienced investment professional to support the development and management of the firm’s asset allocation framework, conduct in-depth research, and advise clients on portfolio strategies. Beyond research and strategy design, this role has direct ownership of implementation — translating the firm’s investment advice into action across client portfolios, and ensuring those portfolios stay aligned with the firm’s model portfolios over time.
The ideal candidate has a background in investment research, macroeconomic analysis, and asset management, with the ability to work independently in a flat, growth-oriented organisation that values a long-term mindset.
Key Responsibilities
*Asset Allocation & Portfolio Implementation*
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Assist in developing and refining the firm’s asset allocation framework,
aligned with its investment philosophy.
•
Implement the firm’s investment advice across client portfolios, ensuring recommendations translate accurately and consistently into executed portfolio actions.
•
Compare individual client portfolios against the relevant model portfolio(s), identify deviations, and recommend appropriate rebalancing or portfolio actions.
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Build and maintain model portfolio dashboards, tracking allocation drift, performance, and adherence across client accounts.
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Lead periodic portfolio and performance reporting to clients, ensuring transparency and clarity.
*Research & Market Analysis*
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Play an key role in identifying and evaluating investable opportunities across global markets.
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Monitor and analyse macroeconomic trends, market movements, and risk factors influencing portfolios.
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Support the production of research reports, notes, and market commentary for