Feb 2024 – Present · 2 yrs 1 mo · Bengaluru, Karnataka, India · On-site

• Monitor and periodic review of model portfolios offered under research services - spanning fundamentally driven strategies (Focused) and quantitative strategies (Momentum, Low Volatility). Ensure alignment with investment objectives, market conditions, and client needs.
• Work closely with the PMS Fund Manager to identify investment opportunities, track portfolio companies, and contribute to the “Surge India” portfolio - focused on capturing India’s structural growth themes.
• Took over the role of Compliance Officer for our SEBI-registered Research Analyst services, streamlining compliance processes, ensuring timely filings, and enabling seamless, disruption-free operations.
• Conduct in-depth company analysis, sector research, and macroeconomic monitoring to support portfolio decisions and content creation for client communications.
• Prepare quarterly factsheets, performance updates, and rebalance notes, translating complex data into actionable insights for investors.
• Liaise with product, tech, and client-facing teams to ensure portfolio execution and research delivery are timely and accurate.