Senior Portfolio Strategist

6 days ago

Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,20,00,000

Financial analysts play a vital role in shaping portfolio intelligence for institutional investors.

This is an opportunity to collaborate with cross-functional teams and drive the transformation of financial software.

Key Responsibilities:

  • Work closely with stakeholders to craft innovative solutions for portfolio analysis and risk management
  • Analyze complex financial datasets to identify trends and opportunities
  • Decompose returns to understand key drivers of alpha, beta, and idiosyncratic outcomes
  • Conduct market research to support client workflows and product insights
  • Communicate financial metrics clearly to internal stakeholders and clients

Requirements:

  • 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management)
  • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and large dataset interpretation
  • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
  • Excellent communication skills for working with institutional clients and distilling complex analysis into actionable insights
  • Demonstrated interest in financial markets, investment strategies, and institutional workflows
  • Familiarity with institutional investment processes, research platforms, and financial data tools

Qualifications:

  • Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field
  • Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred
  • CFA, FRM, or MBA is a strong plus
  • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is beneficial

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