Strategic Portfolio Specialist

2 days ago


Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 30,00,000

As a Forward Deployed Analyst, you will work closely with portfolio managers, risk managers, analysts and CIOs from leading hedge funds and asset managers.

We're looking for exceptional analysts to partner with our product, engineering and data science teams. Your role will be to analyze portfolios, uncover alpha, beta and idiosyncratic drivers, and design analytics that solve real institutional workflows.

You will turn complex financial data into clear, actionable insights that shape product and investment decisions.

  • Analyze portfolios to identify opportunities for growth and optimization
  • Design and validate analytics that solve real-world problems
  • Communicate complex ideas clearly and effectively to both technical and non-technical audiences

Besides your analytical skills: You have excellent communication skills, can articulate your thoughts and are able to communicate results to all levels of an organization. Experience in working directly with senior stakeholders is also desired.

We Offer: A dynamic work environment where your creativity and drive will flourish. A company that's passionate about innovation, continuous learning, and employee development. Collaborative culture where everyone is invested in each other's success.

Responsibilities Include:

  • Portfolio Analysis: Evaluate existing portfolios, identifying key drivers of performance, and suggesting strategies for improvement.
  • Analytics Development: Design and implement models and tools to aid decision-making and optimize business outcomes.
  • Communication: Clearly convey results and recommendations to leadership, cross-functional teams and clients.


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