Research Asset Manager

15 hours ago


Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000
Portfolio Research Analyst

This is a highly analytical role that plays a key part in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

The successful candidate will conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns. They will perform research and due diligence on investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.

  • Key Responsibilities:
  • Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
  • 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.

The ideal candidate has 2–5 years of experience in portfolio research, wealth management, or investment advisory. A strong understanding of portfolio rebalancing techniques and asset allocation models is required. Knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects is also necessary.

  • Requirements:
  • A Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications like CFA, CAIA, or CFP.
  • Proficiency in financial modeling, MS Excel, and analytical tools like Bloomberg or Morningstar.

The successful candidate is a team player with strong collaboration skills, a detail-oriented individual with a client-first mindset, and excellent written and verbal communication skills.



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