Senior Financial Analyst

10 hours ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Job Description

We are seeking a seasoned financial analyst to join our research team. The ideal candidate will conduct in-depth analysis of investment products and provide expert recommendations.

  • Track, analyze, and evaluate performance of various investment schemes across different asset classes.
  • Conduct quantitative analysis: alpha, beta, Sharpe ratio, information ratio, drawdowns, rolling returns, capture ratios, and consistency metrics.
  • Perform qualitative assessment of fund managers, investment philosophy, and risk management practices.
  • 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 experience with Excel, financial modeling, and Bloomberg/Refinitiv/Morningstar/ValueResearch 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 regulatory requirements for investment products.


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