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Portfolio Development and Research Associate

3 weeks ago


Belgaum, Karnataka, India beBeeInvestment Full time ₹ 3,60,000
Capital Markets and Investment Research Assistant

This role is an opportunity to work with our team of experienced traders and analysts, assisting in the development of investment portfolios and conducting research on capital markets.

Key Responsibilities:

  • Conduct thorough analysis of global equity, bond, and derivative market trends
  • Study macroeconomic indicators, central bank policies, and rate cycles
  • Support the creation and review of diversified investment portfolios
  • Conduct industry and company-specific research for portfolio inclusion
  • Prepare investment rationales, backtesting models, and risk dashboards
  • Collaborate with senior analysts to draft market outlook reports
  • Assist in constructing model portfolios and tracking key performance metrics

Requirements:

  • Students or graduates in Finance, Economics, Quant, or Commerce domains
  • Passionate about stock markets, research-driven investing, and capital allocation
  • Solid understanding of ratios, financial modeling, and macro trends
  • Familiar with tools like Screener, NSE/BSE, TradingView, Investing.com, Excel
  • Strong analytical skills and willingness to learn dynamic portfolio strategies

What You'll Gain:

  • Hands-on experience in capital markets, portfolio design, and research
  • Deep dive into sector analysis, portfolio risk, and investment strategy
  • Certificate & Letter of Recommendation (LOR)
  • Opportunity to earn a PPO based on deliverables and commitment
  • Access to live mentorship from institutional-style traders and portfolio strategists