Location
Mumbai
Job Type
Full-time
Posted
June 19, 2026
Job Description
Key Responsibilities
• Conduct comprehensive portfolio reviews of client holdings across MF, equities, debt, and FDs.
• Identify duplication, underperformance, and inefficiencies in portfolios.
• Design before–after restructuring proposals showing value-add to clients.
• Build and maintain TeamOne Model Portfolios (SIP, lumpsum, thematic).
• Provide research notes and talking points for RMs ahead of client meetings.
• Train RMs on market updates, product positioning, and investment narratives.
• Track performance of recommended strategies and update quarterly.
⸻
Desired Profile
• Education: CFA (L1/L2 preferred), CA (with investment exposure), or MBA (Finance).
• Experience: 2+ years in mutual fund/equity research, PMS/AIF, wealth management, or brokerage research desk.
Skills:
• Strong analytical skills in portfolio analysis, asset allocation, and fund research.
• Advanced Excel & PowerPoint skills.
• Understanding of financial ...
• Conduct comprehensive portfolio reviews of client holdings across MF, equities, debt, and FDs.
• Identify duplication, underperformance, and inefficiencies in portfolios.
• Design before–after restructuring proposals showing value-add to clients.
• Build and maintain TeamOne Model Portfolios (SIP, lumpsum, thematic).
• Provide research notes and talking points for RMs ahead of client meetings.
• Train RMs on market updates, product positioning, and investment narratives.
• Track performance of recommended strategies and update quarterly.
⸻
Desired Profile
• Education: CFA (L1/L2 preferred), CA (with investment exposure), or MBA (Finance).
• Experience: 2+ years in mutual fund/equity research, PMS/AIF, wealth management, or brokerage research desk.
Skills:
• Strong analytical skills in portfolio analysis, asset allocation, and fund research.
• Advanced Excel & PowerPoint skills.
• Understanding of financial ...