Portfolio Research Specialist

3 days ago

Ajmer, Rajasthan, India beBeeSenior Full time ₹ 12,00,000 - ₹ 20,00,000

Job Summary:

We are seeking a skilled Senior Research Analyst to join our team. The successful 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 strategies.
  • Conduct quantitative analysis: 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:
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on 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.
  • Ability to synthesize qualitative and quantitative insights for decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs.
Qualifications:
  • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
  • Professional qualifications 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.

  • Investment Research Specialist

    1 week ago

    Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OverviewWe are seeking a detail-oriented Investment Research Specialist to join our research team. The successful candidate will conduct in-depth research and analysis to provide actionable investment insights.The role requires expertise in analyzing and interpreting market data, identifying trends, and developing strategic investment recommendations.Key...

  • Industry Research Specialist

    5 days ago

    Ajmer, Rajasthan, India beBeeResearch Full time ₹ 20,00,000 - ₹ 25,20,000

    Industry Research SpecialistWe are seeking a highly skilled Industry Research Specialist to join our team. As an Industry Research Specialist, you will play a vital role in conducting research, analyzing trends, and providing valuable insights across multiple sectors.Key Responsibilities:Conduct in-depth research on industry trends, innovations, market...

  • Portfolio Strategist Intern

    1 week ago

    Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 72,000 - ₹ 3,60,000

    Capital Markets Internship OpportunityA competitive internship in capital markets, involving analysis and research for diversified investment portfolios.We are looking for a motivated individual to join our team as a capital markets intern. In this role, you will have the opportunity to gain hands-on experience in analyzing global equity, bond, and...

  • Portfolio Performance Monitor

    2 days ago

    Ajmer, Rajasthan, India beBeePerformance Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Portfolio Monitoring Expert SoughtWe are a global leader in knowledge processes, research, and analytics. Our team specializes in global market research, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.Our team supports portfolio managers of a private equity firm in the portfolio monitoring...

  • Investment Research Specialist

    2 days ago

    Ajmer, Rajasthan, India beBeeEquityResearch Full time ₹ 1,58,48,700 - ₹ 2,13,06,500

    Senior Equity Research Associate: A High-Level Finance PositionThis is a senior-level finance position focused on equity research. The ideal candidate will have 5+ years of experience in equity research and hold a degree such as CFA L3 or MBA in Finance.About the Role:Build complex financial models using scenario analysis, DCF, relative valuation, SOTP, and...

  • Financial Research Specialist

    1 week ago

    Ajmer, Rajasthan, India beBeeEquity Full time ₹ 14,09,600 - ₹ 25,16,800

    Job Title: Equity-Focused Financial AnalystWe are seeking a dynamic financial professional with expertise in equity research and analysis. As an Equity-Focused Financial Analyst, you will be responsible for conducting in-depth equity research, building and maintaining financial models, performing fundamental and technical due diligence, and producing...

  • Biology Research Specialist

    2 weeks ago

    Ajmer, Rajasthan, India beBeeBiology Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Biology Research SpecialistSeeking a skilled biology research professional to join our team in evaluating the reasoning capabilities of large language models. The ideal candidate will have a Ph.D. in biology or a related field and possess strong research and analytical skills.Key Responsibilities:Evaluate the logic behind researchers' claims about immune...

  • Chemical Research Support Specialist

    1 week ago

    Ajmer, Rajasthan, India beBeeResearch Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Chemical Research Support Specialist">This position is suitable for recent graduates or professionals seeking to start a career in research and development.About the Job:">We are seeking a talented individual to assist our team of researchers in the chemical lab. As a Chemical Research Support Specialist, you will be responsible for assisting in...

  • Financial Portfolio Specialist

    2 days ago

    Ajmer, Rajasthan, India beBeePortfolio Full time ₹ 30,00,000 - ₹ 50,00,000

    About the Role:We seek a self-driven student with an eye for investment analysis and advisory to oversee portfolio management.A strong analytical and financial modelling skillset is required.Practical exposure to investment advisory, portfolio construction, and risk analysis will be provided.Hands-on experience of asset allocation using investment advisory...

  • Cloud Portfolio Specialist

    2 weeks ago

    Ajmer, Rajasthan, India beBeePortfolio Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

    Cloud Portfolio Manager We are seeking a seasoned Lead Project Manager to lead financial portfolio management initiatives. This pivotal role will support core business units, driving modernization of cloud infrastructure and end-user technology adoption. Lead Cloud Modernization: Enhance portfolio efficiency, scalability, security, and cost-effectiveness....