Portfolio Research Specialist

2 weeks ago

Kota, Rajasthan, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title

Portfolio Research Specialist

Job Description

The successful candidate will be responsible for conducting comprehensive analysis of Mutual Funds, Portfolio Management Services, and Alternative Investment Funds in India.

Key Responsibilities:
  • Monitor and analyze the performance of mutual funds, PMS, and AIF schemes across various equity, debt, hybrid, and alternative strategies.
  • Perform quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Conduct qualitative assessments of 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
  • Conduct due diligence meetings with fund managers, CIOs, and investment teams.
  • Evaluate fund manager's track record, tenure, investment style, and decision-making process.
  • Review compliance, governance, and operational risks of PMS/AIF platforms.
  • Maintain 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 (e.g., Cat III AIFs, structured products, factor-based funds).
  • Monitor global trends in asset allocation and alternatives for applicability in 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.

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