Senior Portfolio Research Professional

2 days ago

Nellore, Andhra Pradesh, India beBeeAnalytical Full time ₹ 12,00,000 - ₹ 15,00,000
Research Analyst Role

We are seeking a dynamic and detail-oriented professional to conduct in-depth analysis of various investment products.

Key Responsibilities:
  • Investment Analysis:
    • Track, analyze, and evaluate the performance of mutual funds, portfolio management services, and alternative investment funds 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 regulations 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 the Indian context.
  • 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.
    • Assist sales/advisory teams with fund data, market outlook, and client-facing analysis.
    • Contribute to whitepapers, newsletters, and thought-leadership content.
Requirements:
  • Strong Background:
    • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
    • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
  • Experience:
    • 4–6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

This is an exciting opportunity to grow professionally and contribute to the success of our clients.

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