Financial Portfolio Analyst

1 day ago


Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 1,40,00,000
Portfolio Research Analyst Position

We are seeking a skilled Portfolio Research Analyst to join our team of experts. As a key member, you will play a crucial role in analyzing client portfolios and providing actionable insights to support investment decisions.

Key Responsibilities:
  • Analyze client portfolios to optimize asset allocation and manage risk-adjusted returns.
  • Research and due diligence on Mutual Funds, Alternative Investment Funds, and Portfolio Management Services products.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare research reports, presentations, and client notes.
  • Support model portfolio creation and rebalancing strategy recommendations based on market movements.
Required Skills & Qualifications:
  • Bachelor's or Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.

The ideal candidate will possess strong analytical and problem-solving skills, excellent written and verbal communication skills, and the ability to work in a fast-paced dynamic environment. If you have a passion for finance and a drive to deliver exceptional results, please submit your application.



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