Portfolio Rebalancing Specialist

2 days ago

Solapur, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

Portfolio Rebalancing Expert:

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We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

Key Responsibilities:

  • Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on MFs, AIFs, and PMS products to support investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare investment research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).
  • Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.

Required Skills & Qualifications:

  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with ability to present complex data simply.

Key Attributes:

  • Strong analytical and problem-solving ability.
  • Detail-oriented with a client-first mindset.
  • Ability to work in a fast-paced, dynamic environment.
  • Team player with strong collaboration skills.

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