Expert Portfolio Strategist

18 hours ago

Thrissur, Kerala, India beBeeInvestmentResearch Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title: Investment Research Specialist

We are seeking a highly analytical and detail-oriented professional with strong expertise in portfolio rebalancing, investment products, and data analysis. The ideal candidate will have in-depth knowledge of mutual funds, alternative investment funds, and portfolio management services, along with experience in conducting research, due diligence, and performance monitoring.

The successful candidate will be responsible for analyzing client portfolios, identifying opportunities for growth, and making informed investment recommendations. Strong communication and collaboration skills are essential for this role, as the individual will work closely with portfolio managers to design customized investment strategies.

Key Responsibilities:
  • Conduct thorough research and analysis on various investment products to support informed decision-making.
  • Develop and implement effective portfolio rebalancing strategies to optimize asset allocation and manage risk-adjusted returns.
  • Analyze and interpret financial data, market trends, and economic indicators to provide timely insights and recommendations.
  • Collaborate with cross-functional teams to develop and execute investment strategies that meet client objectives.
Required Skills & Qualifications:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques, asset allocation models, and investment products.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar).
Benefits:
  • Ongoing professional development and training opportunities.
  • A collaborative and dynamic work environment.
  • Competitive salary and benefits package.

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