Senior Investment Portfolio Strategist

1 day ago

Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Investment Portfolio Specialist

We are seeking a highly analytical Investment Portfolio Specialist with strong expertise in investment products and deep knowledge of portfolio management.

  • Conduct thorough analysis and optimization of client portfolios to manage risk-adjusted returns and optimize asset allocation.
  • Perform research and due diligence on various investment products, such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
  • Monitor and track performance of client portfolios against benchmarks and market trends, providing timely insights for informed investment decisions.
  • Collaborate closely with portfolio managers to design customized investment strategies tailored to meet clients' specific needs and goals.
  • Develop comprehensive investment research reports, presentations, and client notes that effectively communicate complex data and recommendations.
  • Support the creation of model portfolios and provide strategic guidance on rebalancing strategies based on market movements.
  • Ensure compliance with regulatory requirements and industry standards, staying up-to-date on relevant laws and regulations.
Requirements:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications such as CFA, CAIA, CFP, NISM preferred.
  • Minimum 2–5 years of experience in investment portfolio management, wealth management, or investment advisory.
  • Strong understanding of portfolio optimization techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools like Bloomberg and Morningstar.
  • Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
Key Responsibilities:
  • Portfolio Analysis and Optimization: Conduct thorough analysis and optimization of client portfolios to manage risk-adjusted returns and optimize asset allocation.
  • Investment Research: Perform research and due diligence on various investment products, such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
  • Portfolio Monitoring: Monitor and track performance of client portfolios against benchmarks and market trends, providing timely insights for informed investment decisions.
  • Collaboration and Communication: Collaborate closely with portfolio managers to design customized investment strategies tailored to meet clients' specific needs and goals.
Qualifications:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications such as CFA, CAIA, CFP, NISM preferred.
  • Minimum 2–5 years of experience in investment portfolio management, wealth management, or investment advisory.

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