Portfolio Research Specialist

1 day ago


Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Portfolio Research Expert

We are seeking a highly analytical and detail-oriented Portfolio Research Analyst to join our team. The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

The ideal candidate should have a strong background in finance, economics, or a related field, as well as professional certifications such as CFA, CAIA, CFP, NISM, etc. A minimum of 2-5 years of experience in portfolio research, wealth management, or investment advisory is also required.

Key Responsibilities:
  • Conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) products to support investment recommendations.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design customized investment strategies.
  • Prepare 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.

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