Senior Portfolio Research Expert

2 days ago

Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Portfolio Researcher Job Description

We are seeking a highly skilled portfolio researcher to join our research team.

Key Responsibilities
  • Monitor and analyze 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.
  • Evaluate fund houses, investment philosophy, fund managers, and risk management practices.
  • Track 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.
  • Evaluate fund manager's track record, tenure, investment style, and decision-making process.
  • Analyze compliance, governance, and operational risks of PMS/AIF platforms.
  • Develop an internal scoring/rating framework for shortlisting products.
Market & Industry Tracking
  • Stay up-to-date on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
  • Monitor flows, AUM trends, and innovation in product structures (e.g., Cat III AIFs, structured products, factor-based funds).
  • Track 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 committee 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.

The ideal candidate will have a strong grasp of financial markets, asset classes, portfolio management, and risk analytics. Proficiency in Excel, financial modeling, and Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools is also required. Excellent report writing, presentation, and communication skills are necessary for this role.

A graduate/postgraduate degree in Finance/Economics/Statistics/Commerce is essential. Professional qualifications such as CFA, CA, MBA (Finance), FRM, CIPM, or equivalent are preferred. 4-6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management are also required.

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