Portfolio Planner

Job Title: Portfolio Planner

Location: Bangalore

Employment Type: Full – time

Role Summary

The Portfolio Planner supports the investment review and planning function by

preparing accurate portfolio reports, conducting analytical reviews, assisting with

rebalancing insights, and maintaining precise client portfolio records. The role ensures

structured, insightful review support that builds client trust, transparency, and long-

term wealth creation.

Key Responsibilities

Portfolio Review & Analysis

Prepare annual, semi-annual, and periodic portfolio review reports for clients

Analyze asset allocation, scheme performance, and portfolio drift against

recommended allocation

Identify rebalancing requirements and prepare supporting analysis for advisors

Create clear summaries, and insights for effective client discussions

Data Management & Reporting

Ensure 100% accuracy of portfolio data used in reports and reviews

Track upcoming client reviews and ensure readiness of reports within timelines

Advisory & Research Support

Support team with portfolio-level analysis required for client meetings

Assist research team with data inputs for product notes and portfolio

discussions

Prepare comparative data and portfolio snapshots as required

Coordination & Process Management

Ensure smooth information flow between internal teams

Maintain confidentiality and high standards of data integrity

Required Skills & Competencies

Strong understanding of mutual funds, asset allocation, and portfolio review

concepts

Strong analytical and numerical ability

Proficiency in MS Excel (lookups, pivot tables, data analysis)

High attention to detail and structured working style

Good coordination and written communication skills

Qualifications & Experience

Graduate in Commerce, Finance, Business, or a related field

NISM Series V-A certification preferred

1–3 years of experience in portfolio reporting, mutual fund operations, or

wealth management support role