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Portfolio Analyst

Overview, Education, Careers Types, Skills, Career Path, Resources

Portfolio Analysts assess investment risks and performance. They analyze financial data, manage portfolios, and advise clients on investment strategies to maximize returns.

Average Salary

₹7,00,000

Growth

high

Satisfaction

medium

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Functional Skills

Functional Skills are essential skills that help individuals perform tasks effectively in everyday life, work, and education.

    -
    Financial Analysis
    -
    Investment Strategy
    -
    Risk Management
    -
    Portfolio Construction
    -
    Performance Evaluation
    -
    Client Communication
    -
    Market Research
    -
    Technical Analysis
    -
    Compliance and Regulatory Knowledge
    -
    Data Analysis and Interpretation
    -
    Alternative Investments Knowledge
Soft Skills

Communication, teamwork, and critical thinking to ensure seamless project execution.

    -
    Analytical Skills
    -
    Communication Skills
    -
    Financial Modeling
    -
    Attention to Detail
    -
    Decision-Making Skills
    -
    Time Management
    -
    Adaptability
    -
    Teamwork
Technical Skills

Technical Skills are specialized abilities and knowledge needed to perform specific tasks or functions.

    -
    Financial Modeling
    -
    Investment Analysis
    -
    Portfolio Management
    -
    Risk Management
    -
    Data Analysis and Visualization
    -
    Communication and Presentation
    -
    Knowledge of Financial Regulations
    -
    Programming Languages (Python, R)
    -
    Derivatives Knowledge
    -
    Alternative Investments
Duties and Responsiblities

Task

95%

Conduct thorough financial analysis and due diligence on potential investment opportunities.

90%

Build and maintain financial models to forecast investment performance and assess risk.

85%

Prepare detailed investment reports and presentations for portfolio managers and clients.

80%

Monitor portfolio performance and identify areas for improvement or adjustment.

75%

Stay updated on market trends, economic indicators, and regulatory changes affecting investments.

70%

Collaborate with other analysts and portfolio managers to develop investment strategies.

65%

Assist in the preparation of investment committee materials and presentations.

60%

Maintain accurate records of investment transactions and portfolio holdings.

55%

Support the portfolio management team with ad-hoc analysis and reporting requests.

Work Activities

95%

Design and build investment portfolios aligned with client goals and risk tolerance.

92%

Identify, assess, and mitigate risks associated with investment portfolios.

90%

Conduct in-depth research and analysis of various investment opportunities.

88%

Communicate portfolio performance and market insights to clients regularly.

85%

Track and evaluate portfolio performance against benchmarks and client expectations.

82%

Determine the optimal mix of assets within a portfolio to achieve investment objectives.

80%

Ensure portfolios comply with all relevant regulations and legal requirements.

78%

Stay updated on market trends and economic conditions to inform investment decisions.

75%

Prepare detailed reports on portfolio performance and investment strategies.

72%

Execute trades efficiently and effectively to implement portfolio adjustments.

Detailed Work Profile

Interests