Analyst – Global Portfolio Strategy and Asset Allocation Department:

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

- 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.
- Build and maintain model portfolio dashboards, tracking allocation drift, performance, and adherence across client accounts.
- Lead periodic portfolio and performance reporting to clients, ensuring transparency and clarity. Research & Market Analysis
- Play an important role in identifying and evaluating investable opportunities across global markets.
- Monitor and analyse macroeconomic trends, market movements, and risk factors influencing portfolios.
- Support the production of research reports, notes, and market commentary for internal and client use.
- Produce engaging blogs, newsletters, and podcasts to share market insights and firm research. Collaboration & Client Engagement
- Collaborate with internal teams and external partners to ensure cohesive delivery of investment solutions.
- Assist in research initiatives, client interactions, and presentations.
- Mentor and guide junior analysts, fostering a culture of rigour and continuous learning.

Qualifications &

Experience • Chartered Accountant (CA),



CFA charter holder, or MBA from a reputed university.

- 2 to 4 years of proven experience in investment research, asset management, or wealth advisory.
- Demonstrated ability to analyse markets and build/improvise asset allocation models independently.
- Solid written and verbal communication skills, with the ability to create compelling research notes, blogs, and newsletters.
- Experience evaluating investment opportunities, conducting portfolio reviews, and recommending portfolio actions.

- Well-versed in macroeconomic trends, market cycles, risk management, and valuation methodologies. • Prior experience advising high-net-worth clients or institutional portfolios. • Ability to mentor junior analysts and collaborate effectively with internal and external stakeholders.

Skills &

Competencies • Leadership qualities to mentor and guide junior team members.

- Strong business acumen with a deep understanding of products across asset classes.
- Ability to analyse macroeconomic indicators, market data, and industry reports.
- Proficiency in writing research notes, financial analysis, and industry blogs/newsletters.
- Experience with portfolio management and research tools such as Bloomberg, Capital IQ, and Seeking Alpha.
- Self-driven, proactive, and willing to take ownership of responsibilities in a flat organisational culture.
- Adaptable, growth-oriented, with a long-term investment outlook.

Performance

Metrics • Research impact and influence on investment decisions.
- Results-oriented performance.
- Quality and timeliness of research reports, blogs, and newsletters.
- Effectiveness in portfolio optimisation and risk management strategies.
- Accuracy and timeliness of portfolio implementation against model portfolios, and quality of model portfolio dashboard maintenance.

📌 Analyst – Global Portfolio Strategy and Asset Allocation (Mumbai)
🏢 Smart HR Consultants
📍 Mumbai