Senior Investment Researcher Position Open

1 week ago

Udaipur, Rajasthan, India beBeeFinance Full time ₹ 15,00,000 - ₹ 25,00,000

Portfolio Research Analyst Role

 

The Portfolio Research Analyst will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

Main Responsibilities:

  • Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform comprehensive research and due diligence on investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare detailed investment research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks and industry standards.
  • Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.

Required Skills and Qualifications:

  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with ability to present complex data simply.

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