Strategic Investment Researcher

2 days ago


Palakkad, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Portfolio Research Analyst

Our organization seeks a highly analytical and detail-oriented Portfolio Research Analyst to analyze client portfolios, support portfolio managers with actionable insights, and ensure alignment with client objectives and risk-return parameters.

  • 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.

The ideal candidate will have a bachelor's/master's degree in finance, economics, or a related field, and 2-5 years of experience in portfolio research, wealth management, or investment advisory.

Key attributes include strong analytical and problem-solving ability, detail-oriented mindset, and excellent communication skills.



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