Product & Portfolio Research Manager Wealth, PMS, SIF, AIF & GIFT City / IFSC

Employment Type: Full-time

Function: Product Research & Portfolio Analytics

Experience: 48 years preferred

Location: Mayur Vihar, Delhi

CTC: Up to 10 LPA, depending on experience and role fit

About Mentor WealthMentor Wealth is an AMFI-registered mutual fund distributor focused on building long-term investor relationships through disciplined investment processes, investor education and personalised wealth solutions.

As we expand our product and portfolio research capabilities, we are looking for an experienced investment-product professional with strong analytical skills and practical exposure to investment products and portfolios.

About the RoleThe Product & Portfolio Research Manager will be responsible for portfolio analysis, investment-product research, due diligence, product comparison and research support for internal investment discussions.

The role will cover

Mutual Funds | PMS | SIF | AIF | GIFT City / IFSC | Equity | Fixed Income | Alternative Investments

Key Responsibilities

Analyse investor portfolios across mutual funds, equity, debt, PMS, AIF, SIF and other relevant financial assets.Identify concentration, duplication, asset-allocation gaps, liquidity considerations and portfolio risks.Evaluate returns, volatility, drawdowns, diversification and benchmark/category performance.Conduct mutual fund research using rolling returns, CAGR/XIRR, Sharpe, Sortino, alpha, beta, standard deviation, capture ratios and maximum drawdown.Research and evaluate PMS, SIF and AIF strategies, managers, portfolio construction, fees, liquidity, risk and performance.Develop working knowledge of GIFT City / IFSC products, global investment opportunities and emerging investment structures.Research alternative investments including private equity, private credit and structured strategies.Conduct structured product and fund-manager due diligence and support product empanelment and periodic reviews.Prepare product comparison sheets, risk matrices, research notes and investment committee material.Support Relationship Managers with product knowledge and portfolio insights.Translate complex investment research into clear and practical communication.Maintain awareness of applicable SEBI, AMFI, NISM and IFSCA requirements.Key SkillsPortfolio Analysis | Mutual Fund Research | PMS | SIF | AIF | GIFT City / IFSC | Product Due Diligence | Asset Allocation | Risk Analysis | Performance Analysis | Investment Research

Analytical SkillsCAGR / XIRR Rolling Returns Sharpe Sortino Alpha Beta Information Ratio Maximum Drawdown Upside / Downside Capture Portfolio Overlap Concentration Sector & Market-Cap Allocation Credit Quality Duration Risk-Adjusted Returns

Technical Skills

Advanced Excel MandatoryPowerPoint MandatoryInvestment research databases DesirablePower BI Strongly PreferredPython / SQL AdvantageousAI-assisted financial research AdvantageousEducation & QualificationsGraduate / Postgraduate in Finance, Economics, Commerce, Business, Accounting or a related discipline.

Preferred qualifications include MBA/PGDM Finance, CFA, CFP, CA/CA Inter, FRM or relevant NISM certifications.

Preferred Experience48 years of relevant experience in:

Wealth Management | Private Banking | Family Office | AMC / Product Team | PMS / AIF | Investment Research | Wealth-Tech | Broking / Investment Houses

Exposure to HNI/UHNI portfolios and sophisticated investment products will be an advantage.

Ideal Candidate

Strong analytical and investment-research capabilities.Practical understanding of real-world investor portfolios.Curious about investment products, markets, fund managers and portfolio construction.Able to objectively evaluate and document product suitability and risks.Strong communication and documentation skills.High integrity and strong regulatory awareness.Ownership mindset with the ability to help build Mentor Wealths Product & Portfolio Research function.Regulatory NoteThe role focuses on internal product research, due diligence and portfolio-analysis capabilities. All investor-facing activities, product distribution, recommendations, advice and communications will remain subject to the applicable registrations, permissions and compliance framework.

How to ApplyPlease apply with an updated resume and a brief note covering:

Your portfolio-analysis experienceYour exposure to Mutual Funds, PMS, SIF, AIF, GIFT City / IFSC or alternativesResearch tools and analytical methods you have usedOne example where your analysis supported an investment or product-selection decision .