Senior Portfolio Research Specialist

2 weeks ago

Bikaner, Rajasthan, India beBeeAnalyst Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Key Responsibilities:

  • Conduct thorough analysis of mutual funds, portfolio management services, and alternative investment funds across various asset classes.
  • Perform quantitative assessment: evaluate alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Assess fund managers' track records, tenure, investment styles, and decision-making processes.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profiles, and churn across managers.
  • Compare fund strategies against benchmarks and peer groups; identify top performers and underperformers.

Due Diligence & Manager Evaluation:

  • Conduct in-depth meetings with fund managers, CIOs, and investment teams to assess their knowledge and expertise.
  • Review compliance, governance, and operational risks associated with PMS/AIF platforms.
  • Maintain an internal scoring/rating framework for shortlisting products based on rigorous evaluation criteria.

Market & Industry Tracking:

  • Stay updated on SEBI regulations, tax rules, and industry developments impacting mutual funds, portfolio management services, and alternative investment funds.
  • 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.

Required Skills & Qualifications:

  • Strong understanding of financial markets, asset classes, portfolio management, and risk analytics.
  • Proficiency in Excel, financial modeling, and tools such as Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to synthesize qualitative and quantitative insights for informed decision-making.

Qualifications:

  • Graduate/Postgraduate degree in Finance/Economics/Statistics/Commerce.
  • Professional certifications 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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