Investment Portfolio Strategist

1 day ago

Alwar, Rajasthan, India beBeePortfolioResearch Full time ₹ 20,00,000 - ₹ 25,00,000
Portfolio Research Specialist Opportunity

Key to our success is the expertise and knowledge of our Portfolio Research Specialists. If you have a strong background in portfolio analysis, rebalancing, and investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS), we want to hear from you.

Primary Responsibilities:
  • Conduct thorough portfolio analysis and implement strategic rebalancing techniques to optimize asset allocation and minimize risk-adjusted returns.
  • Perform comprehensive research and due diligence on MFs, AIFs, and PMS products to provide informed investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends, identifying opportunities for growth and areas for improvement.
  • Collaborate with experienced portfolio managers to design bespoke investment strategies tailored to individual client needs.
  • Develop and present high-quality investment research reports, presentations, and client notes that meet the highest standards of professionalism and clarity.
  • Support the creation of model portfolios and recommend targeted rebalancing strategies based on market fluctuations.
  • Ensure strict compliance with regulatory frameworks governing the financial services industry.
  • Stay up-to-date with macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely insights and guidance.
Essential Skills & Qualifications:
  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) are highly valued.
  • Minimum 2-5 years of experience in portfolio research, wealth management, or investment advisory.
  • In-depth understanding of advanced portfolio rebalancing techniques and complex asset allocation models.
  • Extensive knowledge of MFs, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools, with the ability to interpret and communicate complex data effectively.
  • Exceptional written and verbal communication skills, with the capacity to distill complex ideas into clear, concise language.
Desirable Attributes:
  • Strong analytical and problem-solving abilities, with a keen eye for detail.
  • A results-driven mindset, with a focus on delivering exceptional outcomes.
  • Ability to work collaboratively as part of a dynamic team, with excellent interpersonal skills.

  • Portfolio Strategist

    7 days ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Portfolio StrategistWe are seeking a highly skilled Portfolio Strategist to join our Wealth Management team.About the Role:The Portfolio Strategist will play a key role in delivering bespoke investment and financial planning services to clients.Key Responsibilities:Conduct thorough assessments of clients' financial needs.Develop tailored...

  • Chief Investment Strategist

    1 day ago

    Alwar, Rajasthan, India beBeePortfolio Full time US$ 3,00,000 - US$ 50,00,000

    Systematic Portfolio LeadA highly skilled Systematic Portfolio Lead is sought after by numerous systematic funds and prop firms in India and remotely. We have immediate opportunities for talented professionals with a proven track record of successful portfolio management.Key Responsibilities:Manage systematic portfolios across various asset classes to...

  • Senior Investment Analyst

    4 days ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Quantitative Product SpecialistWe are seeking a skilled professional to join our team as a Quantitative Product Specialist. This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities.The role offers exposure to multiple stages of the investment process — from portfolio implementation and performance...

  • Strategic Investment Lead

    15 hours ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 5 - ₹ 15

    Strategic Investor OpportunityWe are seeking a seasoned investment professional to lead our investment engine. As the chief strategist, you will be responsible for crafting investment theses, building a high-quality deal pipeline, and running rigorous evaluations of sectoral and company-specific opportunities.You will leverage your network to find...

  • Senior Portfolio Strategist

    6 days ago

    Alwar, Rajasthan, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

    At deVere Group, we strive to make a difference in our clients' lives and financial wellbeing.We are seeking a Qualified Wealth Manager to join us on our journey of continued growth. You will have the opportunity to manage a vast and varied portfolio, as well as participate in a plethora of training and continual career advancements.Our CEO, Nigel Green,...

  • Senior Wealth Portfolio Strategist

    3 days ago

    Alwar, Rajasthan, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    **Wealth Management Leader**At our organization, we are seeking a seasoned Wealth Manager to lead our wealth management team.Develop and maintain long-term relationships with clients to understand their investment objectives and risk tolerance.Provide personalized investment advice and recommendations to clients based on their individual needs and...

  • Senior Investment Analyst

    3 days ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Portfolio Management OpportunityWe are seeking a skilled student to fill the Portfolio Management position.This is an exceptional opportunity for a self-driven, financially knowledgeable student with an eye for investment analysis and advisory.Key Responsibilities:Learn about client interaction and investment strategies.Assist in preparing pitch books and...

  • Portfolio Management Expert

    1 week ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 20,00,000

    Portfolio Manager OpportunityAs a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, and asset allocation. This role provides an extraordinary opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.Key Responsibilities:Assist in preparing pitch...

  • Financial Portfolio Specialist

    1 week ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 8,00,000

    Investment Analysis RoleAbout the Internship:This is an opportunity for students to gain practical experience in investment advisory and portfolio management.As an Investment Analyst, you will work on cutting-edge projects involving investment strategies and asset allocation.You will have the chance to engage in multiple mini-projects across a large number...

  • Risk Portfolio Specialist

    1 week ago

    Alwar, Rajasthan, India beBeeRiskManager Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job OverviewThe Risk Manager position plays a critical role in ensuring the effective management of risk across various domains, including market, credit, operational, liquidity, and regulatory risks.This professional will work closely with senior management to identify, assess, and mitigate potential risks by implementing strategic risk management...