Investment Portfolio Specialist

1 day ago


Kolhapur, India beBeeInvestment Full time

Forward Deployed AnalystA forward deployed analyst plays a crucial role in portfolio intelligence by working directly with portfolio managers, risk managers, analysts, and CIOs from leading hedge funds and asset managers.The position involves analyzing portfolios to uncover alpha, beta, and idiosyncratic drivers. Additionally, you will design and validate analytics that solve real institutional workflows, turning complex financial data into clear, actionable insights that shape product and investment decisions.Key Responsibilities:Collaborate with portfolio managers to identify opportunities for growth and risk mitigation.Develop and implement analytical models to optimize portfolio performance.Work closely with the product, engineering, and data science teams to ensure seamless integration of analytics into the platform.Requirements:Bachelor's or Master's degree from a top-tier institution with a minimum GPA of 8.7/10 (or equivalent).Minimum 2 years of experience in front-office finance, preferably in IB, hedge fund, or asset management.Excellent mathematical and statistical skills, with a strong understanding of investment principles.Elite analytical, modeling, and communication abilities, with precision, ownership, and comfort operating with senior stakeholders.Preferred Qualifications:CFA, FRM, MBA, or coding skills (Python/R) are highly valued.



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