Smart HR Consultants
Website:
smarthrconsultants.com
Job details:
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.
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