Senior Investment Researcher

4 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 15,00,000

We are seeking a seasoned investment professional to join our team as a Research Analyst. As a key member of our core team, you will work directly with our founders to provide in-depth research and analysis on various investment products.

This is an excellent opportunity for individuals with a strong background in finance and research to take their skills to the next level. Our ideal candidate should possess excellent analytical skills, be able to think critically, and have a keen eye for detail.

The successful candidate will be responsible for conducting deep-dive research on mutual funds, equities, ETFs, and global investment products. You will also be expected to monitor international market developments, macroeconomic indicators, and sectoral trends to provide timely insights to our advisors.

In addition to your research responsibilities, you will support our advisors in portfolio construction, monitoring, and periodic review of client portfolios. You will also act as the research backbone for our advisors, providing them with critical information on taxation, insurance, and portfolio audit.

Your role will involve ideation, research, and analysis of new investment opportunities for our clients. This includes identifying potential risks and rewards associated with different investments and making recommendations based on your findings.

To be successful in this role, you will need to have a solid understanding of financial markets, instruments, and regulations. You should also be proficient in data analysis and be able to interpret complex data sets.

We are looking for someone who is highly motivated, organized, and able to work independently. You should also be comfortable working in a fast-paced environment and be able to meet deadlines.

Key Responsibilities:
  • Conduct deep-dive research on mutual funds, equities, ETFs, and global investment products
  • Monitor international market developments, macroeconomic indicators, and sectoral trends
  • Support advisors in portfolio construction, monitoring, and periodic review of client portfolios
  • Act as the research backbone for advisors, providing critical information on taxation, insurance, and portfolio audit
  • Ideation, research, and analysis of new investment opportunities for clients
Required Skills and Qualifications:
  • Bachelor's degree in Finance or related field
  • At least 2 years of experience in investment research and analysis
  • CFA Charterholder or MBA (Finance) preferred
  • Excellent analytical and problem-solving skills
  • Strong attention to detail and ability to multitask
  • Good written and verbal communication skills
Benefits:
  • No product selling targets
  • Mon-Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
  • Work from Office Role; Meeting clients face to face when required
About Us:

We are a fee-only, fast-growing Global private wealth advisory firm with unique and high-quality offerings in the investment management industry. We are committed to providing professional, unbiased, and personalized investment management solutions at an affordable cost.

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