Strategic Portfolio Investment Specialist

2 weeks ago


Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Portfolio Analyst Position

We are seeking a dynamic and detail-oriented Analyst to join our portfolio research team. As a key member of our team, you will be responsible for conducting in-depth analysis of various investment products and providing actionable insights to support client portfolio construction and fund selection.

Key Responsibilities
  • Conduct quantitative and qualitative research on mutual funds, PMS, and AIFs, analyzing performance metrics such as alpha, beta, and Sharpe ratio.
  • Perform due diligence meetings with fund managers and assess their track record, tenure, and investment style.
  • Stay updated on market trends, industry developments, and regulatory changes impacting MFs, PMS, and AIFs.
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
Required Skills & Competencies
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, and 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.


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