Investment Portfolio Analyst

1 day ago

Mangalore, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Opportunity

We are seeking a dynamic and experienced research professional to join our portfolio analysis 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
  • Research & Analysis:
    • Track and evaluate the performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative 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.
  • 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.
  • 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
  • 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.
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.

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