Senior Portfolio Strategist

13 hours ago

Mumbai, Maharashtra, India beBeeInvestment Full time US$ 1,50,000 - US$ 2,00,000
Job Title: Investment Portfolio Specialist

We are seeking a highly skilled and experienced professional to assist our clients in developing and managing their investment portfolios. As an Investment Portfolio Construction Specialist, you will play a critical role in developing portfolio construction tools, providing strategic guidance, conducting thorough analysis, and constructing well-diversified investment portfolios tailored to meet clients' financial goals and risk tolerance.


Key Responsibilities:
  • Develop and implement effective portfolio construction strategies, leveraging expertise in selecting appropriate investment vehicles to construct well-balanced and diversified portfolios.
  • Conduct comprehensive analysis of clients' existing portfolios, including asset allocation, performance evaluation, and risk assessment.
  • Provide day-to-day support to Portfolio Managers, including data aggregation, analytics, and reporting.
  • Implement risk management techniques to mitigate portfolio risks, including monitoring and adjusting asset allocations, setting risk limits, and employing hedging strategies when necessary.

Requirements:
  • 4+ years of work experience in Quantitative portfolio construction/modelling/Portfolio management/Investment strategies team as researcher or PM or equivalent data science role
  • BE/B Tech from a top-tier college and/or master's in finance/Financial Engineering/Econometrics/Quantitative Finance/MBA
  • Strong background in portfolio management and construction with analytical mindset. Experience in statistical analysis and testing toolsets.
  • Understanding of macro (fixed income/rates) and systematic factors affecting a portfolio
  • Undergraduate/Graduate Degree in a quantitative discipline such as mathematics, physics, statistics, engineering, etc.
  • Hands-on UI development and integration experience
  • Experience executing process automation or user tool automation projects
  • Excellent written and verbal communication skills, with the ability to present logically, precisely, and in a simple manner, complex and technical issues
  • Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment
  • Strong initiative, interpersonal skills, entrepreneurial spirit, and ability to think creatively, while also being able to collaborate with other professionals

Preferred Qualifications:
  • CFA/FRM or MBA Finance preferred
  • Fluent programming skills in Python required. Experience in R or Matlab good to have
  • Preferably in an asset/wealth management organization
  • Experience with portfolio construction and investment strategy consulting
  • Experience with UI development and backend integration for internal tools/products
  • Hands-on experience with econometric analysis and market risk modeling is a plus

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