Portfolio Intelligence Specialist

6 days ago


lucknow, India beBeeInvestment Full time

Job OverviewArcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.Key Responsibilities Include:Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components.Analyze portfolio- and security-level performance, risk, and attribution.Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes.Conduct market, macroeconomic, and security-level research to support client workflows and product insights.Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients.Requirements:1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar).Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets.Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.Excellent communication skills, with the ability to distill complex analysis into clear, actionable insights for institutional clients.Demonstrated deep interest in financial markets, investment strategies, and institutional workflows.Ability to work independently in a fast-paced environment.Familiarity with institutional investment processes, research platforms, and financial data tools.About the Role:This role requires a unique blend of technical expertise, business acumen, and exceptional communication skills. The ideal candidate will be able to leverage their knowledge of financial markets and investment strategies to drive business growth and success.



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