Senior Investment Expert

1 day ago


Coimbatore, Tamil Nadu, India beBeeAnalyst Full time ₹ 20,00,000 - ₹ 25,00,000
Job Description:

We are seeking an experienced Research Analyst to join our team. The ideal candidate will have a strong background in financial markets, asset classes, and portfolio management.

  • Conduct in-depth analysis of mutual funds, portfolio management services, and alternative investment funds to support client portfolio construction, advisory, and fund selection.
  • Track and evaluate the performance of various mutual fund schemes across equity, debt, hybrid, and alternative strategies.
  • Monitor portfolio positioning, sector/market cap exposures, liquidity profile, and churn across managers.
  • Compare fund strategies against benchmarks and peer groups; identify outperformers and laggards.
Required Skills & Qualifications:
  • Strong grasp of financial markets, asset classes, portfolio management, and risk analytics.
  • Hands-on 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 decision-making.
  • Knowledge of SEBI regulations for MFs, PMS, and AIFs.
Benefits:
  • 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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