Chief Portfolio Strategist

2 days ago

Kollam, Kerala, India beBeeResearch Full time ₹ 80,00,000 - ₹ 1,50,00,000
Senior Research Analyst Position

We are seeking a highly skilled Senior Research Analyst to join our portfolio research team. The ideal candidate will have a strong grasp of financial markets, asset classes, and risk analytics.

Key Responsibilities
  • Research & Analysis:
    • Track and analyze the performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
    • Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
    • Perform qualitative assessment of fund houses, investment philosophy, fund managers, and risk management practices.
  • 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.
  • Market & Industry Tracking:
    • Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
  • Reporting & Client Support:
    • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
Required Skills & Competencies
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
  • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.
  • Excellent report writing, presentation, and communication skills.
Qualifications
  • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
  • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.

The selected candidate will receive comprehensive training and ongoing support to ensure their success in this challenging role.

This is an exceptional opportunity for a motivated individual to contribute to the growth and development of our organization.

We offer a dynamic work environment, competitive compensation package, and opportunities for professional growth and advancement.

Please submit your application, including your resume and cover letter, to be considered for this exciting opportunity.

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