Leading Investment Research Specialist

24 hours ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

Portfolio Research Analyst

We are seeking an experienced Portfolio Research Analyst to join our team. This is a challenging and rewarding role that requires strong analytical skills, attention to detail, and excellent communication abilities.

Key Responsibilities:
  • Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on investment products, including Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare comprehensive investment research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks and industry standards.
Required Skills & Qualifications:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) preferred.
  • Minimum 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, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools.
Benefits:
  • Opportunity to work with a dynamic team.
  • Competitive salary and benefits package.
  • Continuous learning and professional development opportunities.

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