Expert Portfolio Strategist

1 day ago

Mangalore, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Portfolio Research Analyst Job Description

The Portfolio Research Analyst will analyze client portfolios and support portfolio managers with actionable insights to ensure alignment with client objectives and risk-return parameters.

  • Conduct thorough analysis of client portfolios to identify areas for improvement and recommend strategies to optimize asset allocation and manage risk-adjusted returns.
  • Research and stay up-to-date on various investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) to provide expert recommendations.
  • Monitor and track the performance of client portfolios against benchmarks and market trends to provide timely feedback.
Key Responsibilities:
  • Rebalance portfolios to align with client goals and risk tolerance.
  • Develop and maintain in-depth knowledge of financial markets, economic trends, and regulatory frameworks.
  • Collaborate with portfolio managers to design customized investment strategies that meet client needs.
  • Prepare comprehensive reports and presentations to communicate complex data to clients and stakeholders.
  • Stay compliant with regulatory requirements and industry standards.
Required Skills & Qualifications:
  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) preferred.
  • 2-5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong analytical skills with ability to interpret complex data.
  • Excellent written and verbal communication skills with ability to present complex information simply.
Key Attributes:
  • Strategic thinker with problem-solving skills.
  • Attention to detail with a focus on quality results.
  • Ability to work in a fast-paced environment with multiple priorities.
  • Team player with strong collaboration skills.

  • Portfolio Strategist

    7 days ago

    Mangalore, Karnataka, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 25,00,000

    Drive Business Growth as a Portfolio StrategistWe are seeking a highly skilled Portfolio Strategist to join our team. As a key member of the Portfolio Selection Committee, you will play a vital role in identifying new product opportunities and providing valuable insights to support business decisions.About the Role:Conduct thorough market research to...

  • Portfolio Strategist

    1 week ago

    Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    As a Portfolio Strategist, you will be responsible for managing investment portfolios, analyzing market trends and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships.Key Responsibilities:Develop and implement...

  • Senior Portfolio Strategist

    2 days ago

    Mangalore, Karnataka, India beBeeInvestment Full time ₹ 1,57,75,000 - ₹ 2,45,50,000

    Asset Management LeadThe role of Asset Management Lead involves developing and implementing asset allocation strategies for institutional clients. This entails working closely with the Investment Policy Statement team to incorporate asset class views from the Strategic Research Group.Develop comprehensive portfolio evaluation reports detailing market...

  • Portfolio Monitoring Expert

    18 hours ago

    Mangalore, Karnataka, India beBeePortfolio Full time ₹ 1,28,64,000 - ₹ 1,56,16,000

    About the RoleWe are seeking a skilled Portfolio Monitoring Expert to join our team. As a global leader in knowledge processes, research, and analytics, you will work with a team that specializes in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.The selected...

  • Finance Portfolio Strategist

    2 days ago

    Mangalore, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Investment Analysis OpportunityAs a seasoned finance professional, you have the chance to leverage your analytical expertise and industry knowledge to drive investment success in a part-time remote role.Key Responsibilities:Analyze annual reports and SEC documents to identify potential investment opportunities.Assess live model responses related to finance...

  • Crypto Portfolio Strategist

    1 week ago

    Mangalore, Karnataka, India beBeeInvestor Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Portfolio CreatorBecome a portfolio creator and contribute to the growth of our platform.This is an opportunity for experienced crypto professionals to manage their own investment portfolios on our platform.Key Responsibilities:Publish and manage multiple investment portfolios on our platform.Provide regular updates, analysis, and strategic rationale for...

  • Project Portfolio Manager

    4 days ago

    Mangalore, Karnataka, India beBeeProjectPortfolioManager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Project Portfolio Manager - SAP ExpertJob Summary:Seeking an experienced SAP expert to manage and optimize project portfolios, utilizing expertise in SAP Project Systems (PS), Document Management System (DMS), Cross-Application Time Sheet (CATS), and other related modules.The ideal candidate will possess strong knowledge of project scheduling, experience in...

  • Content Strategist

    4 days ago

    Mangalore, Karnataka, India beBeeContent Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Content StrategistAbout usWe are reimagining global education access by partnering with top foreign universities and bringing their programs directly to India.Job DescriptionWe are looking for a sharp, versatile Content Strategist to shape the voice of our brand and the global universities we represent. From ad campaigns and landing pages to brochures,...

  • Data Insights Strategist

    2 days ago

    Mangalore, Karnataka, India beBeeDataScience Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Data Insights StrategistJob DescriptionYou will be responsible for driving business growth by extracting meaningful trends, patterns, and recommendations from raw data using advanced analytics methodologies.Key responsibilities include understanding business requirements, analyzing datasets, and determining suitable approaches to meet analytic...

  • Strategic Portfolio Leader

    7 days ago

    Mangalore, Karnataka, India beBeeExecutive Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    **Job Overview:**We are seeking a seasoned professional to lead a significant portfolio and oversee a large team of experts. The ideal candidate will bring strong management consulting, presales, and stakeholder management experience.Key Responsibilities:**Portfolio Management:**Oversight of end-to-end delivery across multiple projects within the Banking and...