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

Employment Type: Full-time
Function: Product Research & Portfolio Analytics
Experience: 4–8 years preferred
Location: Mayur Vihar, Delhi
CTC: Up to ₹10 LPA, depending on experience and role fit
About Mentor Wealth
Mentor 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 Role
The 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 Skills
Portfolio Analysis | Mutual Fund Research | PMS | SIF | AIF | GIFT City / IFSC | Product Due Diligence | Asset Allocation | Risk Analysis | Performance Analysis | Investment Research
Analytical Skills
CAGR / 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 – Mandatory
PowerPoint – Mandatory
Investment research databases – Desirable
Power BI – Strongly Preferred
Python / SQL – Advantageous
AI-assisted financial research – Advantageous
Education & Qualifications
Graduate / 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 Experience
4–8 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 Wealth’s Product & Portfolio Research function.
Regulatory Note
The 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 Apply
Please apply with an updated resume and a brief note covering:
Your portfolio-analysis experience
Your exposure to Mutual Funds, PMS, SIF, AIF, GIFT City / IFSC or alternatives
Research tools and analytical methods you have used
One example where your analysis supported an investment or product-selection decision

Work arrangement
No