Advanced Portfolio Research Professional

4 days ago

Tiruchi, Tamil Nadu, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Portfolio Research Analyst

We are seeking a skilled professional to conduct in-depth analysis of Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) in India.

The successful candidate will be responsible for tracking, analyzing, and evaluating the performance of mutual funds, PMS, and AIF schemes across various asset classes. Key Responsibilities include:

  • Research & Analysis:
  • Track, analyze, and evaluate the performance of mutual funds, PMS, and AIF schemes.
  • 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.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profile, and churn across managers.
  • Compare fund strategies against benchmarks and peer groups; identify outperformers and laggards.
  • 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 SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
  • Track flows, AUM trends, and innovation in product structures.
  • Monitor global trends in asset allocation and alternatives for applicability in the Indian context.
  • Reporting & Client Support:
  • Prepare research reports, fund notes, presentations, and model portfolios for internal teams and clients.
  • Support investment committee with recommendations and research insights.
  • Assist sales/advisory teams with fund data, market outlook, and client-facing analysis.
  • Contribute to whitepapers, newsletters, and thought-leadership content.

Required Skills & Qualifications:

  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on experience with Excel, financial modeling, and 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.
  • Ability to synthesize qualitative and quantitative insights for decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs.

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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