Senior Portfolio Analyst at One17 Capital Limited

Role Description

• The Senior Portfolio Analyst is a full-time role responsible for supporting the oversight, analysis, and optimization of the company’s investment portfolios. This position involves performing detailed quantitative and qualitative analysis on portfolio holdings, monitoring performance and risk metrics, and preparing regular reports and dashboards for senior leadership
• . The Senior Portfolio Analyst will evaluate investment opportunities, contribute to asset allocation decisions, and recommend portfolio adjustments to align with strategic objectives.
• Day-to-day responsibilities include conducting market and sector research, interpreting financial data, collaborating with internal stakeholders on investment strategies, and ensuring that portfolio activities adhere to internal policies and relevant regulations. The role also requires clear communication of complex findings to both technical and non-technical audiences and participation in ongoing process improvements for portfolio management workflows.

Qualifications

• Candidates should possess strong Analytical Skills, with the ability to interpret complex data sets and perform quantitative analysis.
• Candidates should possess experience in Investments and Portfolio Management, including performance monitoring and risk assessment.
• Candidates should possess a solid foundation in Finance, including understanding of financial instruments, markets, and valuation methods.
• Candidates should possess effective Communication skills, with the ability to present insights clearly in written reports and verbal briefings.
• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field; an advanced degree or professional certification (e.g., CFA, ACA,) is a plus.
• Proficiency with portfolio analysis tools, spreadsheets, and data visualization software; experience with statistical or programming tools (e.g., Python, R) is beneficial.
• Demonstrated ability to work independently in a remote environment, manage multiple priorities, and meet deadlines with attention to detail.
• Experience in institutional or corporate investment settings and familiarity with regulatory and compliance requirements are advantageous.