Senior Investment Researcher

1 day ago


Kannur, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

Role Overview

We are seeking a dynamic and analytical professional to join our research team as a Senior Investment Researcher. The successful candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds.

Key Responsibilities
  • Track and analyze the performance of various fund categories across different asset classes.
  • Conduct quantitative analysis: risk metrics, return on investment, and market benchmarking.
  • Perform qualitative assessment of fund managers, their investment strategies, and risk management practices.
  • Maintain accurate and up-to-date information on various financial products and services.
Due Diligence & Manager Evaluation
  • Assess fund manager's track record, tenure, investment style, and decision-making process.
  • Review compliance, governance, and operational risks associated with fund platforms.
  • Maintain an internal scoring framework for evaluating fund products.
Market & Industry Tracking
  • Stay updated on regulatory changes, industry developments, and market trends affecting the mutual fund, PMS, and AIF industries.
  • Monitor industry innovations, such as factor-based investing, ESG considerations, and alternative structures.
  • Analyze global market trends and their applicability in the Indian context.
Reporting & Client Support
  • Prepare comprehensive research reports, fund notes, and presentations for internal teams and clients.
  • Support the investment committee with research insights and recommendations.
  • Provide data support to sales and advisory teams for client-facing analysis.
Required Skills & Competencies
  • Strong understanding of financial markets, asset classes, and portfolio management.
  • Proficiency in financial modeling, Bloomberg, Refinitiv, Morningstar, or similar tools.
  • Excellent analytical, communication, and presentation skills.
  • Ability to synthesize complex data for strategic decision-making.


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