Research Portfolio Analyst

2 weeks ago

Morādābād, Uttar Pradesh, India beBeePortfolioresearch Full time ₹ 90,00,000 - ₹ 1,20,00,000
Portfolio Researcher

We are seeking a highly analytical and detail-oriented professional to join our team as a Portfolio Researcher. This role requires strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.

Key Responsibilities:
  • Portfolio Analysis and Rebalancing: Conduct thorough analysis of client portfolios and implement rebalancing strategies to optimize asset allocation and manage risk-adjusted returns.
  • Investment Product Research: Perform due diligence on MFs, AIFs, and PMS products to provide informed investment recommendations.
  • Performance Monitoring: Track performance of client portfolios against benchmarks and market trends, identifying areas for improvement.
  • Collaboration and Communication: Work closely with portfolio managers to design customized investment strategies and prepare research reports, presentations, and client notes.
  • Compliance and Risk Management: Ensure adherence to regulatory frameworks, including SEBI guidelines and investment policies, and monitor macroeconomic indicators to mitigate risks.
Requirements:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) 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 (Bloomberg, Morningstar, etc.).

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