Portfolio Investment Specialist

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeFinancialAnalyst Full time ₹ 80,00,000 - ₹ 1,40,00,000

Key Responsibilities of Senior Research Analyst

  • Conduct in-depth analysis of mutual funds, portfolio management services, and alternative investment funds.
  • Track and analyze the performance of equity, debt, hybrid, and alternative strategies.
  • Perform quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Qualitatively assess fund houses, investment philosophy, fund managers, and risk management practices.
  • Monitor sector/market cap exposures, liquidity profile, and churn across managers.
Due Diligence & Manager Evaluation
  • Conduct due diligence meetings with fund managers, CIOs, and investment teams.
  • Assess fund manager's track record, tenure, investment style, and decision-making process.
  • Review compliance, governance, and operational risks of PMS/AIF platforms.
  • Maintain internal scoring/rating framework for shortlisting products.
Market & Industry Tracking
  • Stay updated on regulatory changes impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures (e.g., Cat III AIFs).
  • Monitor global trends in asset allocation and alternatives for applicability in Indian context.
Reporting & Client Support
  • Prepare research reports, fund notes, presentations, and model portfolios for clients.
  • Support investment committee with recommendations and research insights.
  • Assist sales/advisory teams with fund data, market outlook, and client-facing analysis.
Required Skills & Qualifications
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch or similar tools.
  • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.
  • Excellent report writing, presentation, and communication skills.
  • Ability to synthesize qualitative and quantitative insights for decision-making.
Qualifications
  • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
  • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
  • 4–6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

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