Associate/Sr. Associate Portfolio management

Investors Clinic

3-9 Years

Noida

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Job Description

Key Responsibilities

Portfolio Monitoring: Assist in tracking and analyzing client portfolios, including performance, risk, and allocation.
Investment Research: Conduct research on financial markets, instruments, and investment opportunities.
Client Reporting: Prepare reports and presentations on portfolio performance, asset allocation, and investment recommendations.
Risk Management: Assist in assessing portfolio risks and ensure compliance with investment guidelines and regulatory requirements.
Transaction Support: Support portfolio managers in executing trades, reviewing transactions, and reconciling accounts.
Data Management: Maintain accurate records of portfolio holdings, client details, and market data.
Process Improvement: Identify and implement process improvements to enhance efficiency and accuracy in portfolio management operations.
Collaboration: Work closely with relationship managers, analysts, and other internal teams to provide seamless service to clients.
Client Interaction Support: Assist in client meetings by providing relevant portfolio insights, analytics, and reporting materials.

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About Company

Investors Clinic

India’s Leading Real Estate Services Company Established in 2006, Investors Clinic has been at the forefront of India’s real estate services industry, shaping dreams into addresses and investments into assets. With a legacy of 18 years, we've helped over 1.8 lakh customers find the right property, the right opportunity, and the right guidance. With a deep understanding of market dynamics, we offer a comprehensive suite of real estate services: Property Buying & Selling Advisory Home Loan Assistance Vastu Consultancy Investment Strategy & Portfolio Planning Backed by 2000+ experienced professionals across 20+ offices in India and globally, Investors Clinic offers personalized, data-driven solutions with integrity, transparency, and speed. Our network of 200+ top developers, and access to 700+ residential & commercial projects, ensures we cater to every segment — from affordable housing to premium real estate, from first-time buyers to seasoned investors. We don’t just sell properties — we create pathways to prosperity through informed investments. As India’s most trusted real estate services brand, we are committed to delivering value, security, and satisfaction to every client.

Job ID: 132232643

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Last Updated: 26-08-2026 10:18:09 AM

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Associate/Sr. Associate Portfolio management

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Portfolio Analysis, Investment Research, client reporting, Risk Assessment, Financial Modeling, Trade Execution