Leading Financial Analyst

2 days ago


Thrissur, Kerala, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 24,00,000

We are seeking a highly skilled Investment Research Specialist to join our portfolio research team.

About the Role:
  • The position involves conducting in-depth analysis of Mutual Funds, Portfolio Management Services, and Alternative Investment Funds in India.
  • You will track, analyze, and evaluate the performance of these investment products across various strategies.
Main Responsibilities:
  1. Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  2. Perform qualitative assessment of fund houses, investment philosophy, fund managers, and risk management practices.
Due Diligence & Manager Evaluation:
  • Conduct due diligence meetings with fund managers, CIOs, and investment teams.
  • Assess fund manager's track record, tenure, investment style, and decision-making process.
Market & Industry Tracking:
  • Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
Key Deliverables:
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
Required Skills & Competencies:
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
  • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.
Why This Role?

This is an excellent opportunity to utilize your analytical skills and knowledge of the financial industry to drive business growth and success.


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