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Portfolio Research Analyst

Employer
Circle Wealth Advisors Pvt Ltd
Location
Andheri East/ BKC
Salary
Not less than 8 Lacs per annum
Closing date
Jan 3, 2020

Job Description and Key Result Area:

Dynamic Asset allocation Portfolio

Create portfolios, which can dynamically move assets between asset classes

Evaluating and incorporating various Quant models that are back tested for specific purpose

Understanding data points that can help judge the market cycles and how to quantify the same for portfolio creation

Study various dynamic models locally and international

Tracking the variation of the portfolio with respect to other existing models

Testing the models used, for the relevance and upgrading the same

Equity portfolio

Create model portfolio of direct equity with factor investing

Passive portfolio with index plus target

Back testing and maintaining the portfolio with relevant weightages to stocks

Measuring the fundamental ratios of the portfolio and comparing with peers or Index

Running the factor model on appropriate intervals and determining the portfolio change

Creating a factsheet and maintaining the NAV of all the portfolios.

Mutual Fund scheme selection and portfolio creation

Creating a process for Mutual Fund research

Doing back testing through various parameters to determine the same

Evolving the process with new inputs

Creating model portfolios as per the risk requirements

Track the sustainance of parameters, basis that the funds were selected

Highlighting the change in fundamentals and parameters of the schemes which are tracked

Creating actionable data points which reinforces the validity of the scheme in the portfolio

Reviewing the research process and ascertaining the relevance of existing funds in the portfolio

Track Macro indicators about indices, commodities, and sectors

Determine and suggest the impact of it on the portfolio

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