Strategic Portfolio Intelligence Specialist

2 days ago

Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000
Job Overview

We are seeking a highly skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will be responsible for analyzing and interpreting large datasets, as well as developing robust portfolio intelligence tools and analytics components.

Our ideal candidate will have a strong background in finance and exceptional analytical and Excel skills. They will also possess excellent communication skills, including the ability to distill complex analysis into clear, actionable insights for institutional clients.

The successful candidate will have 1-3 years of experience in a front-office financial role, such as investment banking, hedge fund, asset management, or similar. They will also have a deep understanding of core investment concepts, including portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.

Responsibilities
  • Collaborate with cross-functional teams to develop 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 internal stakeholders and clients.
Requirements
  • 1-3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar).
  • 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 communication skills, including the ability to distill complex analysis into clear, actionable insights for institutional clients.
  • Demonstrated interest in financial markets, investment strategies, and institutional workflows.
  • Self-starter with the ability to work independently in a fast-paced 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 beneficial.

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