Lead Portfolio Strategist

3 days ago

Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Portfolio Researcher Job Description

We are seeking a highly analytical and detail-oriented Portfolio Researcher to join our team.

  • The ideal candidate will conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • The researcher will also provide research and due diligence on Mutual Funds, Alternative Investment Funds, and Portfolio Management Services to support investment recommendations.
  • Additionally, the candidate will monitor and track performance of client portfolios against benchmarks and market trends.
Required Skills & Qualifications
  • A Bachelor's/Master's degree in Finance, Economics, or related field is required.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) are preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory is necessary.
  • A strong understanding of portfolio rebalancing techniques and asset allocation models is crucial.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects is required.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.) is necessary.
Key Attributes
  • Strong analytical and problem-solving ability is key.
  • Detail-oriented with a client-first mindset is necessary.
  • The ability to work in a fast-paced, dynamic environment is crucial.

The ideal candidate will be able to communicate complex data simply and effectively. Our team values collaboration and innovation.

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