Strategic Portfolio Analyst

4 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Description:

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We are seeking a highly experienced fundamental analyst to join our team. This role is pivotal in providing in-depth research and actionable insights that drive investment decisions.

The analyst will evaluate companies, industries, and economic trends, translate research into differentiated strategies, and partner closely with relationship managers, sales, and advisory teams to enhance client portfolios.

  • Conduct financial analysis of companies, including modeling, valuation, and forecasting.
  • Identify investment opportunities and generate research recommendations for high net worth clients.
  • Track and analyze macroeconomic and industry trends impacting equity markets.
  • Deliver high-quality research reports and presentations that support investment decisions.
  • Collaborate with sales and advisory teams to align research insights with client portfolio strategies.
  • Ensure research quality, accuracy, and compliance with internal standards.
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Required Skills & Qualifications:

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  • Strong expertise in fundamental research, valuation methods, and financial modeling.
  • In-depth understanding of capital markets and macro-economic drivers.
  • Proven ability to translate research into actionable portfolio strategies.
  • Exceptional analytical, communication, and presentation skills.
  • Ability to collaborate with cross-functional teams.
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Qualifications:

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  • MBA (Finance) or CFA.
  • Prior experience in Equity Research, Investment Banking, or Consulting preferred.
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