Senior Portfolio Research Professional

2 weeks ago

Delhi, Delhi, India beBeeResearch Full time ₹ 90,00,000 - ₹ 1,20,00,000
Portfolio Analyst Role:

We seek a detail-oriented professional to conduct thorough analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.


Responsibilities:
  • Track, analyze, and evaluate MF, 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.
  • 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:
  • Meet with fund managers, CIOs, and investment teams for due diligence.
  • Assess fund manager's track record, tenure, investment style, and decision-making process.
  • Review compliance, governance, and operational risks of PMS/AIF platforms.
  • Develop an 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.
  • Monitor global trends in asset allocation and alternatives for applicability in the Indian context.

Reporting & Client Support:
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committees 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 & Qualifications:
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Proficiency in Excel, financial modeling, and tools like Bloomberg or Morningstar.
  • Ability to synthesize qualitative and quantitative insights for decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs.

The ideal candidate will possess excellent analytical, problem-solving, and communication skills, with the ability to work in a fast-paced environment.

  • Senior Research Professional

    2 weeks ago

    Delhi, Delhi, India beBeeResearch Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Title: Senior Research ProfessionalAbout the RoleThis role offers an exceptional opportunity to join our organization and contribute to cutting-edge research initiatives. As a Senior Research Professional, you will be responsible for conducting in-depth research, analyzing complex data sets, and providing insightful recommendations to stakeholders.Key...

  • Senior Portfolio Strategist

    1 week ago

    Delhi, Delhi, India beBeeStrategist Full time ₹ 16,00,000 - ₹ 22,00,000

    Job DescriptionThis is a senior-level position that involves managing high-value client portfolios by offering tailored financial solutions.You will play a pivotal role in growing client relationships through exceptional servicing and communication.In this capacity, you will be responsible for staying updated on market trends, research, and investment...

  • Senior Portfolio Strategist

    2 weeks ago

    Delhi, Delhi, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 25,00,000

    Senior Research Analyst Job DescriptionWe are seeking an experienced 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.Main ResponsibilitiesTrack, analyze, and evaluate the performance of mutual funds, PMS, and AIF...

  • Senior Portfolio Manager Opportunity

    2 weeks ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Senior Portfolio Manager OpportunityWe are seeking an experienced Senior Relationship Manager to lead our client portfolios and provide tailored financial solutions.Key Responsibilities:Grow and manage high-value client relationships by offering expert financial guidance and advice.Conduct regular meetings with clients to understand their financial...

  • Research Executive

    3 weeks ago

    Delhi, Delhi, India Hansa Research Group Full time

    Research skills development Proposal Writing:- Follow the pre-requisites for the proposal - Need for study, objective of study, decide the research approach and methodology, research design elements, sample plans, etc- Draft the proposal adhering as per the project brief- Preparation of 1st draft Research Instruments like Questionnaires, exploratory notes,...

  • Research Executive

    2 weeks ago

    Delhi, Delhi, India Hansa Research Group Full time

    Research skills development Proposal Writing: Follow the pre-requisites for the proposal - Need for study, objective of study, decide the research approach and methodology, research design elements, sample plans, etc Draft the proposal adhering as per the project brief Preparation of 1st draft Research Instruments like Questionnaires, exploratory notes,...

  • Strategic Research Professional

    2 weeks ago

    Delhi, Delhi, India beBeeResearch Full time ₹ 8,00,000 - ₹ 14,00,000

    Senior Research and Strategy ConsultantThis is a senior role for an experienced researcher and strategist who will work closely with clients to deliver actionable insights and recommendations.The successful candidate will have a strong background in research and analysis, excellent communication skills, and the ability to interpret complex data and present...

  • Senior Investment Researcher

    1 week ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 15,00,000

    We are seeking a seasoned investment professional to join our team as a Research Analyst. As a key member of our core team, you will work directly with our founders to provide in-depth research and analysis on various investment products.This is an excellent opportunity for individuals with a strong background in finance and research to take their skills to...

  • Senior Wealth Management Professional

    2 weeks ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000

    Job Title: Senior Wealth Management ProfessionalWe are seeking a seasoned wealth management professional to join our team as a Senior Wealth Manager. As a key member of our wealth management group, you will be responsible for building and maintaining strong relationships with our high net worth clients.As a senior wealth manager, your primary focus will be...

  • Senior Research Analyst

    2 weeks ago

    Delhi, Delhi, India Wealth Management Firm (Stealth) Full time

    Role OverviewWe are looking for a dynamic Research Analyst for our portfolio research team, based out of Delhi. The person will be responsible for conducting deep-dive analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India. The role involves quantitative and qualitative research, manager due...