Research Professional

1 day ago

Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000
Research Professional - Fund Analysis

We seek an accomplished Research Professional to lead in-depth analysis of Mutual Funds, Portfolio Management Services, and Alternative Investment Funds within the Indian market.

Key Responsibilities:

  • Fund Performance Evaluation:
    • Monitor and assess performance of MFs, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.
    • Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
    • Perform qualitative assessment of fund houses, investment philosophy, fund managers, and risk management practices.
    • Track portfolio positioning, sector/market cap exposures, liquidity profile, and churn across managers.
    • Compare fund strategies against benchmarks and peer groups; identify outperformers and laggards.
  • Due Diligence & Manager Evaluation:
    • Lead due diligence meetings with fund managers, CIOs, and investment teams.
    • Assess fund manager's track record, tenure, investment style, and decision-making process.
    • Review compliance, governance, and operational risks of PMS/AIF platforms.
    • Develop an internal scoring/rating framework for shortlisting products.
  • Market & Industry Tracking:
    • Stay updated on SEBI regulations, tax rules, and industry developments impacting MFs, PMS, and AIFs.
    • Track flows, AUM trends, and innovation in product structures (e.g., Cat III AIFs, structured products, factor-based funds).
    • Monitor global trends in asset allocation and alternatives for applicability in the Indian context.
  • Reporting & Client Support:
    • Prepare comprehensive research reports, fund notes, presentations, and model portfolios for internal teams and clients.
    • Support investment committees with recommendations and research insights.
    • Assist sales/advisory teams with fund data, market outlook, and client-facing analysis.
    • Contribute to whitepapers, newsletters, and thought-leadership content.
    Required Skills & Qualifications
    • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
    • Hands-on experience with Excel, financial modeling, Bloomberg/Refinitiv/Morningstar/ValueResearch/ACE MF or similar tools.
    • Proficiency in quantitative techniques – regression, risk-return metrics, factor attribution.
    • Excellent report writing, presentation, and communication skills.
    • Ability to synthesize qualitative and quantitative insights for informed decision-making.
    • Knowledge of SEBI regulations for MFs, PMS, and AIFs.
    Qualifications
    • Graduate/Postgraduate in Finance/Economics/Statistics/Commerce.
    • Professional qualifications preferred: CFA, CA, MBA (Finance), FRM, CIPM, or equivalent.
    • 4-6 years of relevant experience in mutual fund research, PMS analysis, buy-side/sell-side research, or wealth management.

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