Senior Financial Data Analyst

1 day ago

Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000
Senior Research Analyst

We are seeking an experienced Research Analyst to join our team. The ideal candidate will be responsible for conducting in-depth analysis of Mutual Funds, Portfolio Management Services, and Alternative Investment Funds in India.

Key Responsibilities:
  • Track, analyze, and evaluate the performance of mutual funds, PMS, and AIF schemes across various asset classes and strategies.
  • Conduct quantitative analysis including 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 SEBI regulations, tax rules, and industry developments 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 Indian context.
Reporting & Client Support:
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committee 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.
Required Skills & Competencies:
  • A strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
  • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.
  • Excellent report writing, presentation, and communication skills.
  • An ability to synthesize qualitative and quantitative insights for decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs.
Qualifications:
  • A graduate/postgraduate degree in Finance/Economics/Statistics/Commerce.
  • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
  • Four to six years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

  • Senior Financial Analyst

    2 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 30,00,000

    Senior Financial Analyst RoleWe are seeking a seasoned Senior Financial Analyst to join our organization. The ideal candidate will have extensive experience in financial reporting, accounting principles, and SAP S4 Hana.The selected candidate will be responsible for providing expert analysis of financial data, identifying trends, and making informed business...

  • Senior Financial Analyst Position

    1 week ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 4,32,000 - ₹ 5,40,000

    Senior Financial Analyst PositionJob Overview:The Senior Financial Analyst is responsible for maintaining accurate and up-to-date financial records, processing invoices, receipts, and payments efficiently, managing cash and banking transactions on a daily basis, handling accounts payable and receivable with accuracy, filing GST, TDS, and other statutory...

  • Financial Analyst

    1 day ago

    Vizag, Andhra Pradesh, India Kantilal Patel & Co. Full time

    Job Title: Financial Analyst (Remote – EST Hours)Location: Remote (Must be available to work EST hours)Experience: 3+ years / 5+ yearsAbout the RoleWe are looking for Financial Analysts to join our remote team and support financial reporting, analysis, and process improvements. This is a remote role that requires availability during Eastern Standard...

  • Strategic Financial Analyst

    15 hours ago

    Vizag, Andhra Pradesh, India beBeeDataAnalysis Full time ₹ 4,00,000 - ₹ 6,00,000

    Our organization is dedicated to creating a robust financial foundation that supports our clients and operations. We focus on compliance, precision, and growth.Role Overview:We seek a Data Analyst who can evaluate financial data to support strategic decisions. This role involves building models, preparing reports, and working closely with senior stakeholders...

  • Senior Financial Analyst Credit

    14 hours ago

    Vizag, Andhra Pradesh, India beBeeCreditAnalyst Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Role: Senior Financial Analyst CreditLocation: Fully remote, based in India.Working Hours: Align with US Eastern Standard Time (EST) working hours.About the Job: We are seeking a detail-oriented and skilled Senior Financial Analyst Credit to strengthen our credit and deal execution capabilities. The successful candidate will have 7-8 years of relevant...

  • Financial Data Analyst

    7 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Financial Data AnalystThis role requires a highly skilled and detail-oriented individual to provide advanced financial analysis and reporting support to our customers.The ideal candidate will have a strong background in finance, excellent Excel skills, and the ability to communicate complex data insights effectively to both technical and...

  • Senior Financial Analyst

    7 days ago

    Vizag, Andhra Pradesh, India beBeeCreditEvaluator Full time ₹ 15,00,000 - ₹ 25,00,000

    Key Credit Evaluation RoleWe are seeking an experienced Credit Analyst to join our organization. The ideal candidate will possess a strong background in financial analysis, credit evaluation, and risk assessment.Core Responsibilities:Conduct comprehensive financial analyses of large corporate customers, including listed and unlisted companies.Review annual...

  • Financial Performance Analyst

    1 day ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job SummaryWe are seeking a skilled Financial Analyst to join our team. The ideal candidate will have a strong background in financial analysis and reporting, with the ability to interpret complex financial data and provide actionable insights.The Financial Analyst will be responsible for performing financial analysis and providing recommendations to...

  • Senior Financial Expert

    15 hours ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 18,00,000

    Senior Financial Expert - Financial InsightsWe are seeking a seasoned Financial Analyst to support our financial reporting, analysis, and process improvements. As a remote role, you will be required to work during Eastern Standard Time (EST) hours."],

  • Senior Financial Analyst

    19 hours ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Job OverviewWe are seeking a qualified individual for the position of Senior Financial Analyst to join our team. The successful candidate will be responsible for evaluating tenders received from design and execution teams, assessing tender requirements, and finalizing project concepts.Evaluate tender estimates and interact with design and execution...