Financial Strategist

7 days ago

Davangere, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Investment Portfolio Analyst Role

We are seeking an Investment Portfolio Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).

The successful candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

Key Responsibilities:
  • Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on MFs, AIFs, and PMS products to support investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare comprehensive investment research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks.
  • Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.

Requirements:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools.
  • Excellent written and verbal communication skills with ability to present complex data simply.

About the Role:
As an Investment Portfolio Analyst, you will be working closely with portfolio managers to analyze client portfolios, identify areas for improvement, and develop tailored investment strategies. Your attention to detail, analytical skills, and ability to communicate complex ideas simply will make you a valuable asset to our team.

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