Portfolio Investment Specialist

3 days ago

Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 1,50,00,000
Job Overview

Are you an analytical and detail-oriented individual with expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services? We are seeking a highly skilled Portfolio Research Analyst to join our team.

Key Responsibilities:
  • Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.
  • Perform extensive research and due diligence on MFs, AIFs, and PMS products to support investment recommendations.
  • Monitor and track the performance of client portfolios against benchmarks and market trends.
  • Collaborate closely with portfolio managers to design customized investment strategies.
  • Prepare detailed 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.).
Required Skills & Qualifications:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • 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:
  • Strong analytical and problem-solving ability.
  • Detail-oriented with a client-first mindset.
  • Ability to work in a fast-paced, dynamic environment.
  • Team player with strong collaboration skills.

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