Portfolio Investment Strategist

2 days ago

Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a detail-oriented Portfolio Research Analyst to join our team.

This role requires expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).

Key Responsibilities
  • Conduct 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 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.
Required Skills & Qualifications
  • 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.
Key Attributes
  • Strong analytical and problem-solving ability.
  • Detail-oriented with a client-first mindset.
  • Ability to work in a fast-paced, dynamic environment.

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