Unlock Financial Insights as a Portfolio Intelligence Specialist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Portfolio Intelligence Analyst

A leading investment platform is seeking an experienced portfolio intelligence analyst to join its team. As a portfolio intelligence analyst, you will play a critical role in helping the company drive transformation in the financial industry.

The ideal candidate will have strong analytical skills and experience working with institutional clients. You will work closely with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components.

Your responsibilities will include:

  • Analyzing portfolio- and security-level performance, risk, and attribution
  • Decomposing returns to identify key drivers of alpha, beta, and idiosyncratic outcomes
  • Conducting market, macroeconomic, and security-level research to support client workflows and product insights
  • Validating, interpreting, and clearly communicating financial metrics to both internal stakeholders and clients

To succeed in this role, you will need:

  • 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar)
  • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets
  • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
  • Excellent communication skills, with the ability to distill complex analysis into clear, actionable insights
  • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows
  • Familiarity with institutional investment processes, research platforms, and financial data tools

Required qualifications include:

  • Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field.
  • Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred.
  • CFA, FRM, or MBA is a strong plus
  • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus

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