Senior Investment Research Expert

2 days ago


Palakkad, Kerala, India beBeeResearch Full time ₹ 20,00,000 - ₹ 25,00,000
Research Analyst Role Overview

We are seeking a skilled Research Analyst to join our research team. The ideal candidate will be responsible for conducting thorough analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.

Main Responsibilities
  • Analyze the performance of mutual funds, PMS, and AIF schemes across various strategies.
  • Evaluate fund houses, investment philosophy, fund managers, and risk management practices.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profile, and churn across managers.
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 and industry developments impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures.
Reporting & Client Support
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
Key Requirements
  • Strong knowledge of financial markets, asset classes, and risk analytics.
  • Proficiency in Excel, financial modeling, and Bloomberg/Refinitiv/Morningstar/ValueResearch tools.
  • 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, or wealth management.


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