Senior Investment Research Professional

1 day ago


Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000

Portfolio Research Specialist

We are seeking a skilled Portfolio Research Analyst to join our team. The ideal candidate will have expertise in portfolio analysis, research, and due diligence.

About the Role:

  • Conduct thorough portfolio analysis to optimize asset allocation and minimize risk.
  • Perform research on investment products, such as Mutual Funds, AIFs, and PMS, to support informed investment decisions.
  • Collaborate with portfolio managers to design customized investment strategies that meet client objectives.
  • Develop and maintain in-depth knowledge of financial markets, instruments, and regulatory frameworks.
  • Communicate complex data insights effectively to clients and stakeholders.
  • Stay up-to-date with industry trends, regulatory changes, and best practices.

Requirements:

  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) are highly desirable.
  • 2-5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.

Key Attributes:

  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Team player with strong collaboration and interpersonal skills.
  • Detail-oriented and organized with a high level of accuracy.


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