Investment Research Specialist

1 day ago


Tiruchi, Tamil Nadu, India beBeePortfolioResearch Full time ₹ 80,00,000 - ₹ 1,50,00,000
Portfolio Analyst Job

We are looking for a highly analytical and detail-oriented Portfolio Researcher to join our team. This role involves conducting portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.

Key Responsibilities:
  • Conduct thorough research and due diligence on various investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
  • Collaborate with portfolio managers to design customized investment strategies that align with client goals.
  • Prepare in-depth investment research reports, presentations, and client notes to support informed decision-making.
  • Develop and implement model portfolios based on market trends and client risk profiles.
  • Ensure compliance with regulatory frameworks and industry best practices.
Required Skills & Qualifications:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications preferred, such as CFA or CAIA.
  • Minimum 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • Excellent communication, analytical, and problem-solving skills.


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