Asset Allocation Specialist

4 days ago

Nellore, Andhra Pradesh, India beBeePortfolio Full time ₹ 80,00,000 - ₹ 1,60,00,000

Become a Portfolio Research Analyst and drive investment decisions with actionable insights.

Job Overview

We seek an experienced Portfolio Research Analyst to join our team. The successful candidate will have a proven track record of delivering high-quality research, providing timely recommendations, and collaborating closely with portfolio managers.

The ideal candidate will be highly analytical, possessing excellent problem-solving skills and the ability to distill complex data into actionable insights.

Key Responsibilities
  1. Conduct in-depth analysis of client portfolios, identifying areas for improvement and optimizing asset allocation.
  2. Research and due diligence on Mutual Funds, Alternative Investment Funds, and Portfolio Management Services products to inform investment recommendations.
  3. Monitor and track performance of client portfolios against benchmarks and market trends.
  4. Collaborate with portfolio managers to design customized investment strategies that meet client objectives.
  5. Prepare comprehensive research reports, presentations, and client notes.
Required Skills & Qualifications
  • Bachelor's or Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) are highly desirable.
  • Minimum 2 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, Alternative Investment Funds, and Portfolio Management Services structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with the ability to present complex data simply.
Benefits

As a valued member of our team, you can expect:

  1. A dynamic and supportive work environment.
  2. Opportunities for professional growth and development.
  3. Competitive compensation and benefits package.
How to Apply

If you are a motivated and results-driven individual looking to take your career to the next level, please submit your application with your resume and cover letter.

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