Analyst – Global Portfolio Strategy and Asset Allocation

JOB DESCRIPTION Analyst – Global Portfolio Strategy and Asset Allocation Department: The ideal candidate has a background in investment research, macroeconomic analysis, and asset management, with the ability to work independently in a flat, growth-oriented organisation that values a long-term mindset. Key Responsibilities Asset Allocation & Portfolio Implementation

• Assist in developing and refining the firm’s asset allocation framework, aligned with its investment philosophy.
• Implement the firm’s investment advice across client portfolios, ensuring recommendations translate accurately and consistently into executed portfolio actions.
• Compare individual client portfolios against the relevant model portfolio(s), identify deviations, and recommend appropriate rebalancing or portfolio actions.
• Build and maintain model portfolio dashboards, tracking allocation drift, performance, and adherence across client accounts.
• Lead periodic portfolio and performance reporting to clients, ensuring transparency and clarity. Research & Market Analysis
• Play an important role in identifying and evaluating investable opportunities across global markets.
• Monitor and analyse macroeconomic trends, market movements, and risk factors influencing portfolios.
• Support the production of research reports, notes, and market commentary for internal and client use.
• Produce engaging blogs, newsletters, and podcasts to share market insights and firm research. Collaboration & Client Engagement
• Collaborate with internal teams and external partners to ensure cohesive delivery of investment solutions.
• Assist in research initiatives, client interactions, and presentations.
• Mentor and guide junior analysts, fostering a culture of rigour and continuous learning. Qualifications & Experience
• Chartered Accountant (CA), CFA charter holder, or MBA from a reputed university.
• 2 to 4 years of proven experience in investment research, asset management, or wealth advisory.
• Demonstrated ability to analyse markets and build/improvise asset allocation models independently.
• Strong written and verbal communication skills, with the ability to create compelling research notes, blogs, and newsletters.
• Experience evaluating investment opportunities, conducting portfolio reviews, and recommending portfolio actions.
• Well-versed in macroeconomic trends, market cycles, risk management, and valuation methodologies.
• Prior experience advising high-net-worth clients or institutional portfolios.
• Ability to mentor junior analysts and collaborate effectively with internal and external stakeholders. Skills & Competencies
• Leadership qualities to mentor and guide junior team members.
• Strong business acumen with a deep understanding of products across asset classes.
• Ability to analyse macroeconomic indicators, market data, and industry reports.
• Proficiency in writing research notes, financial analysis, and industry blogs/newsletters.
• Experience with portfolio management and research tools such as Bloomberg, Capital IQ, and Seeking Alpha.
• Self-driven, proactive, and willing to take ownership of responsibilities in a flat organisational culture.
• Adaptable, growth-oriented, with a long-term investment outlook. Performance Metrics
• Research impact and influence on investment decisions.
• Results-oriented performance.
• Quality and timeliness of research reports, blogs, and newsletters.
• Effectiveness in portfolio optimisation and risk management strategies.
• Accuracy and timeliness of portfolio implementation against model portfolios, and quality of model portfolio dashboard maintenance.