Portfolio Manager Specialist

1 day ago


Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000
Job Opportunity

We are seeking a detail-oriented Investment Analyst to join our team. The ideal candidate will have a strong grasp of financial markets, asset classes, and portfolio management.

Key Responsibilities:
  • Conduct in-depth analysis of mutual funds, portfolio management services, and alternative investment funds in India.
  • Track, analyze, and evaluate performance of these schemes across various strategies.
  • Perform quantitative and qualitative assessments of fund houses, investment philosophies, and risk management practices.
Due Diligence & Manager Evaluation
  • Conduct due diligence meetings with fund managers and assess their track record, tenure, and decision-making process.
  • Review compliance, governance, and operational risks of PMS/AIF platforms.
Market & Industry Tracking
  • Stay updated on SEBI regulations and industry developments impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures.
Reporting & Client Support
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committees with recommendations and research insights.
Required Skills & Competencies
  • Strong grasp of financial markets and asset classes.
  • Hands-on experience with Excel and financial modeling tools.
  • Proficiency in quantitative techniques and report writing/presentation skills.

Please note that the required qualifications and experience are as follows:

  • 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.


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