Financial Research Expert

2 days ago

Mysore, Karnataka, India beBeeResearch Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Overview

We are seeking a highly skilled Financial Research Expert to join our portfolio research team.

Key Responsibilities
  • Conduct in-depth analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.
  • Analyze and evaluate performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
  • Evaluate fund houses, investment philosophy, fund managers, and risk management practices.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profile, and churn across managers.
  • Compare fund strategies against benchmarks and peer groups; identify outperformers and laggards.
Due Diligence & Manager Evaluation
  • Conduct due diligence meetings with fund managers, CIOs, and investment teams.
  • Evaluate fund manager's track record, tenure, investment style, and decision-making process.
  • Review compliance, governance, and operational risks of PMS/AIF platforms.
Market & Industry Tracking
  • Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures (e.g., Cat III AIFs, structured products, factor-based funds).
Reporting & Client Support
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committee with recommendations and research insights.

Required Skills & Competencies:

  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
  • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.

Qualifications:

  • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
  • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
  • 4–6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

What We Offer:

  • A dynamic work environment with opportunities for growth and development.
  • Competitive salary and benefits package.
  • The chance to work with a talented team of professionals.

How to Apply:

  1. Email your resume and cover letter to [insert email address].
  2. Include your name, job title, and contact information.
  3. We look forward to hearing from you

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