Model Portfolio Manager – Streetfolio

About Us

Streetgains Technologies Pvt. Ltd. is a SEBI-registered Research Analyst firm. Our platform, Streetfolio (folio.streetgains.in), is India's first philosophy-based model-portfolio platform — extending Streetgains' research discipline into a regulated model-portfolio format. We run ten thematic equity model portfolios, each anchored to a distinct investment philosophy, built for disciplined, long-term investors.

Invest with philosophy. Grow with discipline.

The Role

We are looking for a Model Portfolio Manager who has actually built and run model portfolios — not just researched stocks. You will own the construction, monitoring, and rebalancing of our ten model portfolios end to end, and you will also own the research content that goes with them: rebalance notes, portfolio commentary, and educational content across our platforms. If you're comfortable in front of a camera explaining your portfolio thinking, that's a strong advantage.

Key Responsibilities

• Own construction, monitoring, and rebalancing of equity model portfolios across market-cap and thematic mandates (large cap, midcap, smallcap, momentum, sectoral)
• Conduct fundamental research, screening, and stock selection with documented rationale for every inclusion and exit
• Execute scheduled rebalances (monthly/quarterly/semi-annual per mandate) with clear change logs and client-facing rationale notes
• Own research content publishing: portfolio commentary, rebalance explainers, factsheet updates, and educational posts across our website and social channels — all within SEBI RA content norms
• Appear in video content (portfolio explainers, market commentary) — added advantage, not mandatory
• Monitor holdings for corporate actions, earnings, and material developments; act in a timely, documented manner
• Work with the compliance officer to ensure all research output, disclosures, and record-keeping meet SEBI Master Circular and PaRRVA framework requirements
• Track portfolio risk, drawdowns, concentration, and adherence to each portfolio's stated philosophy and mandate

Must-Have Requirements

• Hands-on experience in portfolio construction and management — you have personally built, run, and rebalanced portfolios (PMS, AIF, smallcase-style model portfolios, or in-house model portfolios at an RA/IA firm). Pure sell-side report writing without portfolio ownership will not qualify.
• Working knowledge of model portfolios is a must — construction methodology, weighting, rebalancing discipline, benchmark selection, and the SEBI regulatory framework governing model portfolio distribution by Research Analysts
• Candidates from a SEBI-registered RA background with direct model portfolio experience are strongly preferred
• NISM-Series-XV: Research Analyst Certification (valid)
• 3–6 years of relevant experience
• Strong fundamental analysis, valuation, and screening skills (Screener, Tijori, ACE Equity/Bloomberg or similar)
• Ability to write clear, client-facing research rationale in plain English
• Ability to independently own a content calendar for research-led posts

Added Advantages

• Camera-facing confidence — comfortable presenting portfolio explainers and market commentary on video
• Experience creating finance content for YouTube, LinkedIn, or Instagram within SEBI compliance norms
• CFA (any level) / CA / postgraduate degree in finance
• Interest in behavioral finance — our portfolios are built around philosophy-based behavioral anchors

What We Offer

• Ground-floor role in building India's first philosophy-based model portfolio platform
• Full ownership of the research engine behind all ten Streetfolio portfolios
• A public-facing platform to build your own professional brand as a research voice (fully compliant, fully supported)
• Direct work with the founder and leadership team; fast decisions, real responsibility
• Competitive compensation aligned with experience