Data Driven Investment Strategist

2 weeks ago

Bhavnagar, Gujarat, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 50,00,000
Portfolio Intelligence Analyst

Job Summary:

We are seeking a highly skilled Portfolio Intelligence Analyst to join our team. The successful candidate will be responsible for analyzing performance and risk, collaborating with cross-functional teams, and driving transformation in the financial industry.

Key Responsibilities:

  • Analyze portfolio- and security-level performance, risk, and attribution to inform investment decisions.
  • Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components.
  • Conduct market, macroeconomic, and security-level research to support client workflows and product insights.
  • Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients.

Requirements:

  • 1–3 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar).
  • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets.
  • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility.
  • Excellent communication and interpersonal skills, with the ability to distill complex analysis into clear, actionable insights.
  • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows.
  • Self-starter with the ability to work independently in a fast-paced, remote environment.
  • Familiarity with institutional investment processes, research platforms, and financial data tools.

Qualifications:

  • Bachelor's or Master's degree from a top-ranked university in Finance, Economics, Engineering, or a related field.
  • Minimum GPA of 8.0+ (required), IIT/IIM/ISB preferred.
  • CFA, FRM, or MBA is a strong plus.
  • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus.

What We Offer:

  • A dynamic and collaborative work environment.
  • The opportunity to drive transformation in the financial industry.
  • A competitive salary and benefits package.

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