Senior Portfolio Research Specialist

2 days ago

Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

Job Title: Portfolio Research Analyst

About the Role:

We are seeking a skilled Portfolio Research Analyst to join our team. As a Portfolio Research Analyst, you will play a crucial role in analyzing and optimizing client portfolios to ensure maximum returns while managing risk.

Key Responsibilities:
  • Portfolio Analysis: Conduct thorough analysis of client portfolios to identify areas of improvement and recommend strategies for optimization.
  • Research and Due Diligence: Perform research and due diligence on various investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) to support investment recommendations.
  • Performance Monitoring: Monitor and track the performance of client portfolios against benchmarks and market trends to ensure alignment with client goals.
  • Collaboration: Work closely with portfolio managers to design customized investment strategies that meet client needs.
  • Reporting and Communication: Prepare detailed investment research reports, presentations, and client notes to communicate findings and recommendations.
  • Rebalancing Strategies: Develop and implement rebalancing strategies to maintain optimal asset allocation and minimize risk.
  • Regulatory Compliance: Ensure compliance with relevant regulatory frameworks and industry standards.
Requirements:

To succeed in this role, you will need:

  • Expertise: Strong understanding of investment products, including MFs, AIFs, and PMS.
  • Analytical Skills: Ability to analyze complex data and develop actionable insights.
  • Communication Skills: Excellent written and verbal communication skills to effectively present findings and recommendations to clients.
  • Collaboration Skills: Ability to work collaboratively with cross-functional teams to achieve shared goals.
  • Adaptability: Flexibility to adapt to changing market conditions and client needs.
Benefits:

As a Portfolio Research Analyst, you can expect:

  • Competitive Compensation: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for professional growth and development within the company.
  • Collaborative Environment: A collaborative and dynamic work environment.

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