Portfolio Rebalancing Expert

2 days ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 12,39,600 - ₹ 15,49,400

Investment Analysis Specialist

Job Description:

We are seeking a highly analytical and detail-oriented professional with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.

The 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.

  • Conduct thorough analysis of client portfolios to optimize asset allocation and manage risk-adjusted returns.
  • Research and due diligence on Mutual Funds, Alternative Investment Funds, and Portfolio Management Services 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 detailed research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).
Required Skills & Qualifications:
  • 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, Alternative Investment Funds, and Portfolio Management Services structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).

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