Investment Portfolio Specialist
3 days ago
We are seeking a skilled and experienced investment professional to join our research team. The ideal candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds in India.
Key Responsibilities- Investment Analysis: Track, analyze, and evaluate performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
- Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
- Perform qualitative assessment of 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.
- Assess fund manager's track record, tenure, investment style, and decision-making process.
- Review compliance, governance, and operational risks of PMS/AIF platforms.
- Maintain internal scoring/rating framework for shortlisting products.
- 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).
- Monitor global trends in asset allocation and alternatives for applicability in Indian context.
- 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.
- Assist sales/advisory teams with fund data, market outlook, and client-facing analysis.
- Contribute to whitepapers, newsletters, and thought-leadership content.
- 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.
- Excellent report writing, presentation, and communication skills.
- Ability to synthesize qualitative and quantitative insights for decision-making.
- Knowledge of SEBI regulations for MFs, PMS, and AIFs.
Qualifications include a Graduate/Postgraduate degree in Finance/Economics/Statistics/Commerce and professional qualifications such as CFA, CA, MBA (Finance), FRM, CIPM, or equivalent. Relevant experience ranges from 4–6 years in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.
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