Portfolio Strategist

4 days ago


hubballi, India beBeeInvestment Full time

Financial Intelligence AnalystWe are seeking a skilled Financial Intelligence Analyst to join our team. As an analyst, you will play a key role in driving the transformation of institutional-grade financial software.The ideal candidate will have experience in front-office financial roles, including investment banking, hedge funds, and asset management. You should possess exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets.You will work closely with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components. Your responsibilities will include analyzing portfolio- and security-level performance, risk, and attribution, as well as conducting market, macroeconomic, and security-level research to support client workflows and product insights.You should be able to distill complex analysis into clear, actionable insights for institutional clients. A deep understanding of core investment concepts, including portfolio theory, risk attribution, yield, drawdown, correlation, and volatility, is essential. Additionally, you should be proficient in communication, with excellent written and verbal skills.Requirements:1–3 years of experience in a front-office financial roleExceptional analytical and Excel skillsStrong proficiency in financial modeling and interpreting large datasetsDeep understanding of core investment conceptsExcellent communication skillsDemonstrated interest in financial markets and investment strategiesFamiliarity with institutional investment processes and financial data toolsQualifications:Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related fieldMinimum GPA of 8.0+ (required), IIT/IIM/ISB preferredCFA, FRM, or MBA is a strong plusExperience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus



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