Leading Investment Banking Portfolio Analyst

6 days ago


Thāne, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000
Business Analyst (Investment Banking / Buy-Side Experience Required)

A leading financial organization is seeking a skilled Business Analyst to join their team.

The ideal candidate will have a strong background in investment banking and buy-side experience, with exceptional analytical and Excel skills. The successful applicant will be responsible for analyzing portfolio- and security-level performance, risk, and attribution, as well as collaborating with cross-functional teams to build robust portfolio intelligence tools and analytics components.

The company is looking for a highly motivated individual who can work independently in a fast-paced environment and has a deep understanding of core investment concepts, including portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.

The successful candidate will also have excellent communication skills with institutional clients, a demonstrated interest in financial markets and investment strategies, and the ability to interpret and clearly communicate financial metrics to stakeholders.

  • 1–3 years of experience in a front-office financial role
  • Exceptional analytical and Excel skills
  • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility
  • Excellent communication skills with institutional clients
  • Demonstrated interest in financial markets and investment strategies
  • Ability to work independently in a fast-paced environment
  • Familiarity with institutional investment processes and financial data tools

Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field is required, with a minimum GPA of 8.0+. CFA, FRM, or MBA is a strong plus.


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