Senior Investment Research Specialist

2 days ago

Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 25,00,000
Portfolio Researcher Position

Job Description:

We are seeking an experienced Portfolio Researcher to join our team. The ideal candidate will have a strong understanding of portfolio rebalancing techniques, asset allocation models, and investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). This role involves analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and risk-return parameters.

  • Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform research and due diligence on MFs, AIFs, and 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 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 (SEBI guidelines, investment policies, etc.).
  • Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely inputs.
Required Skills & Qualifications
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 3–6 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong analytical and problem-solving ability.
  • In-depth knowledge of portfolio rebalancing techniques and asset allocation models.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with ability to present complex data simply.
Key Attributes
  • Detail-oriented with a client-first mindset.
  • Ability to work in a fast-paced, dynamic environment.
  • Team player with strong collaboration skills.

Note: We are looking for candidates with the following qualifications. Only candidates who meet all requirements may apply.'],

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