Portfolio Analytics Expert

1 day ago


Kozhikode, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Portfolio Intelligence Specialist

The role of a Portfolio Intelligence Specialist involves partnering with portfolio managers, risk managers, analysts, and CIOs to uncover alpha, beta, and idiosyncratic drivers in institutional-grade portfolios.

Key Responsibilities:

  • Analyze portfolios to identify areas of improvement and optimize investment decisions.
  • Collaborate with cross-functional teams to design and validate analytics that solve real-world business problems.
  • Communicate complex financial data insights to senior stakeholders and drive informed decision-making.

Requirements:

  • Bachelor's or Master's degree from a top-tier institution with a strong academic record.
  • Minimum 2 years of experience in front-office finance, including roles in investment banking, hedge funds, and asset management.
  • Elite analytical, modeling, and communication skills, with the ability to distill complex concepts into actionable insights.
  • Strong math and stats background, with proficiency in Python/R programming languages and/or CFA, FRM, MBA certifications.

What We're Looking For:

  • Highly motivated individuals with a passion for portfolio analysis and intelligence.
  • Candidates who excel in fast-paced environments and are comfortable working with senior stakeholders.


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