Employment Type: Full-time

Function: Product Research & Portfolio Analytics

Experience: 4–8 years preferred

Location: Mayur Vihar, Delhi

CTC: Up to ₹10 LPA, depending on experience and role fit

About Mentor Wealth

Mentor Wealth is an AMFI-registered mutual fund distributor focused on building long-term investor relationships through disciplined investment processes, investor education and personalised wealth solutions.

As we expand our product and portfolio research capabilities, we are looking for an experienced investment-product professional with strong analytical skills and practical exposure to investment products and portfolios.

About the Role The Product & Portfolio Research Manager will be responsible for portfolio analysis, investment-product research, due diligence, product comparison and research support for internal investment discussions.

The role will cover

Mutual Funds | PMS | SIF | AIF | GIFT City / IFSC | Equity | Fixed Income | Alternative Investments

Key Responsibilities

- Analyse investor portfolios across mutual funds, equity, debt, PMS, AIF, SIF and other relevant financial assets.
- Identify concentration, duplication, asset-allocation gaps, liquidity considerations and portfolio risks .
- Evaluate returns, volatility, drawdowns, diversification and benchmark/category performance.
- Conduct mutual fund research using rolling returns, CAGR/XIRR, Sharpe, Sortino, alpha, beta, standard deviation, capture ratios and maximum drawdown .
- Research and evaluate PMS, SIF and AIF strategies, managers, portfolio construction, fees, liquidity, risk and performance.
- Develop working knowledge of GIFT City / IFSC products , global investment opportunities and emerging investment structures.




- Research alternative investments including private equity, private credit and structured strategies .
- Conduct structured product and fund-manager due diligence and support product empanelment and periodic reviews.
- Prepare product comparison sheets, risk matrices, research notes and investment committee material .
- Support Relationship Managers with product knowledge and portfolio insights.
- Translate complex investment research into clear and practical communication .
- Maintain awareness of applicable SEBI, AMFI, NISM and IFSCA requirements.

Key Skills Portfolio Analysis | Mutual Fund Research | PMS | SIF | AIF | GIFT City / IFSC | Product Due Diligence | Asset Allocation | Risk Analysis | Performance Analysis | Investment Research

Analytical Skills

CAGR / XIRR • Rolling Returns • Sharpe • Sortino • Alpha • Beta • Information Ratio • Maximum Drawdown • Upside / Downside Capture • Portfolio Overlap • Concentration • Sector & Market-Cap Allocation • Credit Quality • Duration • Risk-Adjusted Returns

Technical Skills

- Advanced Excel – Mandatory
- PowerPoint – Mandatory
- Investment research databases – Desirable
- Power BI – Strongly Preferred
- Python / SQL – Advantageous
- AI-assisted financial research – Advantageous

Education & Qualifications Graduate / Postgraduate in Finance, Economics,



Commerce, Business, Accounting or a related discipline .

Preferred qualifications include MBA/PGDM Finance, CFA, CFP, CA/CA Inter, FRM or relevant NISM certifications .

Preferred Experience

4–8 years of relevant experience in:

Wealth Management | Private Banking | Family Office | AMC / Product Team | PMS / AIF | Investment Research | Wealth-Tech | Broking / Investment Houses

Exposure to HNI/UHNI portfolios and sophisticated investment products will be an advantage.

Ideal Candidate

- Solid analytical and investment-research capabilities.
- Practical understanding of real-world investor portfolios.
- Curious about investment products, markets, fund managers and portfolio construction.
- Able to objectively evaluate and document product suitability and risks.
- Strong communication and documentation skills.
- High integrity and strong regulatory awareness.
- Ownership mindset with the ability to help build Mentor Wealth’s Product & Portfolio Research function .

Regulatory Note The role focuses on internal product research, due diligence and portfolio-analysis capabilities. All investor-facing activities, product distribution, recommendations, advice and communications will remain subject to the applicable registrations, permissions and compliance framework.

How to Apply

Please apply with an updated resume and a brief note covering:
1. Your portfolio-analysis experience
2. Your exposure to Mutual Funds, PMS, SIF, AIF, GIFT City / IFSC or alternatives
3. Research tools and analytical methods you have used
4. One example where your analysis supported an investment or product-selection decision

📌 Product & Portfolio Research Manager – Wealth, PMS, SIF, AIF & GIFT City / IFSC (New Delhi)
🏢 MENTOR WEALTH
📍 New Delhi