Senior Portfolio Strategist

1 day ago

Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Senior Research Analyst Job Summary

We are seeking a dynamic and detail-oriented Senior Research Analyst to join our portfolio research team.

The ideal candidate will have a strong grasp of financial markets, asset classes, and portfolio management principles.

  • Conduct deep-dive analysis of mutual funds, portfolio management services, and alternative investment funds in India.
  • Track, analyze, and evaluate performance of these schemes across equity, debt, hybrid, and alternative strategies.
  • Perform quantitative analysis using tools like Excel, Bloomberg, or similar software.

Key Responsibilities

Research & Analysis
  • 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.
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).
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.

Required Skills & Competencies

  • A strong understanding of financial markets, asset classes, and risk analytics.
  • Proficiency in Excel, financial modeling, and 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.

This is an excellent opportunity to showcase your expertise in the field of finance and contribute to the growth and success of our organization.

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