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
View more
- Job Function
- Multimanager Strategies, Portfolio Management: Equities, Portfolio Management: Multi-Asset
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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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