Senior Portfolio Research Expert

2 days ago

Ahmedabad, Gujarat, India beBeeResearch Full time ₹ 18,00,000 - ₹ 25,00,000

Seeking a seasoned Senior Research Analyst to enhance our portfolio research team's capabilities.

Key Responsibilities
  • Evaluate and analyze mutual fund, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
  • Conduct quantitative analysis using metrics such as alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Perform qualitative assessments of fund houses, investment philosophies, fund managers, and risk management practices.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profiles, 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 to assess their expertise.
  • Review compliance, governance, and operational risks of PMS/AIF platforms to ensure adherence to industry standards.
  • Maintain an internal scoring/rating framework for shortlisting products based on performance.
Market & Industry Tracking
  • Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs to provide informed insights.
  • Track flows, AUM trends, and innovation in product structures, such as Cat III AIFs, structured products, and factor-based funds.
  • Monitor global trends in asset allocation and alternatives for applicability in the Indian context.
Reporting & Client Support
  • Prepare comprehensive research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committees with recommendations and research insights to inform decision-making.
  • Assist sales/advisory teams with fund data, market outlook, and client-facing analysis to drive business growth.
  • Contribute to thought-leadership content, whitepapers, and newsletters to establish the organization's expertise.
Required Skills & Qualifications
  • Strong understanding of financial markets, asset classes, portfolio management, and risk analytics.
  • Proficiency in Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
  • Excellent report writing, presentation, and communication skills to effectively convey complex ideas.
  • Ability to synthesize qualitative and quantitative insights for informed decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs to ensure compliance.
Qualifications
  • Graduate or postgraduate degree in Finance, Economics, Statistics, or Commerce.
  • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
  • 4-6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

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