Company Description Realty Assistant is one of India’s fastest-growing real estate advisory firms, trusted by over 30,000 clients and operating across 14 Indian cities and multiple global markets. The company partners with 350+ top developers to provide end-to-end real estate services, including property discovery, consulting, and commercial and residential advisory. Recognized as a Great Place to Work and a Dream Company to Work For, Realty Assistant fosters a collaborative, innovative culture where people can grow and thrive.

The brand has earned numerous national awards for consulting excellence, employer branding, and leadership, reinforcing its position as a trusted, high-performance real estate consultancy.

Realty

Assistant is fully RERA-compliant across several Indian states, providing a transparent and regulated environment for clients and team members.

Role Description The Portfolio Manager is a full-time, on-site role based in Lucknow, responsible for managing and optimizing client real estate investment portfolios. This role includes evaluating investment opportunities, analyzing market trends, and recommending strategies that align with client objectives and risk profiles.

The Portfolio

Manager will monitor portfolio performance, rebalance holdings as needed, and prepare regular reports and presentations for clients and internal stakeholders. Daily tasks involve collaborating with advisory and sales teams,



conducting financial and risk analyses, and staying updated on regulatory changes and property market developments. The role also requires maintaining strong client relationships, responding to queries, and ensuring a high standard of service and compliance in all portfolio-related activities.

Qualifications

- Strong analytical skills to interpret market data, assess risk, and evaluate portfolio performance.
- Solid understanding of finance, including financial modeling, valuation, and risk management concepts.
- Hands-on experience in portfolio management with a focus on optimizing returns and managing risk.
- Knowledge of investments and trading practices relevant to real estate and related financial instruments.
- Bachelor’s degree in Finance, Economics, Business, or a related field; a relevant postgraduate degree or professional certification (e.g., CFA, CFP) is an advantage.
- Excellent communication and presentation skills, with the ability to explain complex information clearly to clients.
- Proficiency in MS Excel and financial analysis tools; familiarity with portfolio management software is preferred.
- Strong stakeholder management skills, attention to detail, and the ability to work in a rapid-paced, target-driven environment.
- Prior experience in real estate investments, wealth management, or financial services is highly beneficial.

📌 Portfolio Manager (Lucknow)
🏢 Realty Assistant
📍 Lucknow