Senior Portfolio Strategist

1 week ago

Kottayam, Kerala, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 20,00,000

At SBNRI, we're reimagining NRI banking for a specific Indian segment.

Portfolio Research Role

We seek an analytical Portfolio Research Analyst to optimize asset allocation and manage risk-adjusted returns. The ideal candidate will have expertise in portfolio rebalancing and knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).

  • Conduct comprehensive portfolio analysis and rebalancing to achieve optimal asset allocation and mitigate risk.
  • Research and due diligence on MFs, AIFs, and PMS products to inform investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare detailed investment research reports, presentations, and client notes.
  • Support creating model portfolios and recommending rebalancing strategies based on market movements.
  • Maintain compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).

The successful candidate will hold a Bachelor's/Master's degree in Finance, Economics, or a related field. Professional certifications (CFA, CAIA, CFP, NISM) are preferred.

Key Requirements
  • Demonstrate strong analytical and problem-solving ability.
  • Be detail-oriented with a client-centric mindset.
  • Exhibit ability to work in a fast-paced, dynamic environment.
  • Show team player skills with strong collaboration abilities.

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