A Strategic Financial Advisor Role

6 days ago

Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Portfolio Intelligence Analyst

We are seeking a skilled Portfolio Intelligence Analyst to join our team. The successful candidate will have strong analytical and Excel skills, with experience in front-office financial roles.

Key Responsibilities:

  • Collaborate with product and engineering teams to build robust portfolio intelligence tools and analytics components.
  • Analyze portfolio- and security-level performance, risk, and attribution.
  • Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes.
  • Conduct market, macroeconomic, and security-level research to support client workflows and product insights.
  • Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients.

Requirements:

  • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets.
  • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.
  • Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers—with the ability to distill complex analysis into clear, actionable insights.
  • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows.
  • Self-starter with the ability to work independently in a fast-paced, remote environment.
  • Familiarity with institutional investment processes, research platforms, and financial data tools.

Qualifications:

  • Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field.
  • Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred.
  • CFA, FRM, or MBA is a strong plus.
  • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus.

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