Analytical Portfolio Specialist

6 days ago

Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Portfolio Researcher Position

We seek a highly analytical and detail-oriented Portfolio Researcher with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.

The ideal candidate will have a strong understanding of asset allocation models, experience in conducting thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns, and proficiency in financial modeling and analytical tools.

  • Conduct comprehensive research and due diligence on investment products to support investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies that align with client objectives and risk-return parameters.
  • Prepare detailed investment research reports and presentations that communicate complex data simply.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
Key Skills and Qualifications
  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • Professional certifications (CFA, CAIA, CFP) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong analytical and problem-solving ability.
  • Detail-oriented with a client-first mindset.

This is an exciting opportunity for a skilled professional to join our team and contribute to the success of our organization.

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