Senior Portfolio Analyst

2 days ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,80,00,000
Job Position: Senior Research Analyst

We are seeking a seasoned Investment Professional to join our team in India.

Key Responsibilities:
  • Research and Analysis: Track, analyze, and evaluate the performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
  • Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Perform qualitative assessment of fund houses, investment philosophy, fund managers, and risk management practices.
  • Due Diligence and 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 and Industry Tracking: Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures (e.g., Cat III AIFs, structured products, factor-based funds).
  • Reporting and Client Support: Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
Required Skills and Qualifications:
  • A 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.
Competitive Benefits:
  • A dynamic work environment with opportunities for growth and development.
  • Access to cutting-edge technology and tools to support your work.
  • A collaborative team culture that values diversity and inclusion.
About the Role:

This is a challenging and rewarding opportunity for a motivated individual to contribute to the success of our organization. If you are a results-driven professional with a passion for finance and analysis, we encourage you to apply.

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