Research Portfolio Specialist

7 hours ago

Vizag, Andhra Pradesh, India beBeePortfolioAnalyst Full time ₹ 15,00,000 - ₹ 25,00,000

Job seekers with a strong analytical mindset and expertise in portfolio management are encouraged to apply for this Portfolio Research Analyst position.

Key Responsibilities:
  • Conduct comprehensive analysis of client portfolios to optimize asset allocation and mitigate risk.
  • Evaluate and recommend investment products, including Mutual Funds, Alternative Investment Funds, and Portfolio Management Services, based on their performance and alignment with client goals.
  • Analyze market trends and economic indicators to inform investment decisions and provide timely recommendations.
  • Collaborate with experienced portfolio managers to design customized investment strategies tailored to individual clients' needs.
  • Develop and present investment research reports, using data visualization techniques to communicate complex information effectively.
  • Support the development of model portfolios and provide insights on rebalancing strategies to ensure optimal returns.
  • Maintain knowledge of regulatory frameworks and compliance requirements to ensure adherence to industry standards.
Required Skills & Qualifications:
  • Bachelor's or Master's degree in Finance, Economics, or a related field is required.
  • Professional certifications such as CFA, CAIA, CFP, or NISM are highly valued.
  • A minimum of 2-5 years of experience in portfolio research, wealth management, or investment advisory is necessary.
  • Strong understanding of portfolio rebalancing techniques, asset allocation models, and investment products is essential.
  • Proficiency in financial modeling, Excel, and analytical tools is required.
  • Excellent written and verbal communication skills, with the ability to present complex data simply, are crucial.
Key Attributes:
  • Demonstrated analytical and problem-solving ability.
  • Attention to detail and a client-centric approach.
  • Ability to work in a fast-paced environment and adapt to changing circumstances.
  • Strong collaboration and teamwork skills.

  • Market Research Specialist Intern

    6 days ago

    Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 3,60,000

    **Career Opportunity:** Portfolio Development ProfessionalAs a Portfolio Development Professional, you will assist in researching and analyzing global market trends, macroeconomic indicators, and rate cycles. You will support the creation and review of diversified investment portfolios, conduct industry and company-specific research, and prepare investment...

  • Cybersecurity Research Specialist

    4 hours ago

    Vizag, Andhra Pradesh, India beBeeCybersecurity Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Cybersecurity Research SpecialistAbout the RoleAt our organization, we are seeking a highly skilled Cybersecurity Research Specialist to conduct in-depth research on cybersecurity trends and develop reports. The successful candidate will be responsible for analyzing data patterns and evaluating the effectiveness of cybersecurity frameworks and technologies...

  • Senior Portfolio Specialist

    6 days ago

    Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000

    Portfolio ManagerKey responsibilities include:Managing and updating portfolio details of various private equity funds.Preparing pre-defined investor specific quarterly bespoke reporting templates.Reviewing fund cash flows and quarterly/financial reports to analyze PE Funds performance.Calculating fund valuation data such as investment cost, realized /...

  • Project Portfolio Management Specialist

    2 days ago

    Vizag, Andhra Pradesh, India beBeeEcosys Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Ecosys PPM SpecialistAs a seasoned Ecosys professional, you will be responsible for implementing and configuring the system to support project portfolio management and project controls.Key Responsibilities:Configure portfolios, projects, contracts modules, design cost classes, coding structures, WBS, timesheet budget forecasting workflows, change controls,...

  • Cement Sector Research Specialist

    6 days ago

    Vizag, Andhra Pradesh, India beBeeResearch Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Title:Cement Sector Research SpecialistAbout the Role:We are seeking an experienced researcher to join our team as a Cement Sector Research Specialist. This role will involve conducting in-depth research and analysis of the cement sector, including industry trends, demand-supply dynamics, pricing, and capacity expansions.Main Responsibilities:Conduct...

  • Portfolio Manager Specialist

    23 hours ago

    Vizag, Andhra Pradesh, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 45,00,000

    Job Title: Strategic Portfolio Management TrainerWe seek a seasoned professional with over 10 years of experience in strategic portfolio management and project portfolio management.The role focuses on developing, mentoring, and training fresh graduates in portfolio and project management principles, tools, and practices.Key Responsibilities:Designed and...

  • Climate Change Research Specialist

    7 days ago

    Vizag, Andhra Pradesh, India beBeeSustainability Full time ₹ 18,00,000 - ₹ 23,00,000

    Climate Change Research SpecialistOur organization seeks a skilled Climate Change Research Specialist to join our team. This role involves conducting rigorous research and analysis to advance sustainable energy solutions, environmental stewardship, and climate resilience.Key Responsibilities:Conduct in-depth research and data analysis on climate change and...

  • Chief Investment Researcher

    7 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time US$ 90,000 - US$ 1,20,000

    Job Summary:Investment Decision SpecialistConduct market research, build financial models, and prepare investment memos to support investment decisions.Key Responsibilities:Conduct in-depth market analysis on startups and private companies.Develop and maintain complex financial models to inform investment choices.Prepare detailed investment reports, pitch...

  • Expert Portfolio Strategist

    6 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 75,00,000

    Portfolio AnalystArcana is a portfolio intelligence platform that enables institutional investors to analyze performance and risk. We're rethinking the tools they rely on.This isn't a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science teams to shape financial software.Key...

  • Seeking Experienced Equity Research Specialist

    6 days ago

    Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Summary">We are seeking a highly skilled and motivated Equity Research Specialist to join our team. The ideal candidate will have a strong background in financial analysis, research, and communication.">About the Role">The Equity Research Specialist will be responsible for conducting in-depth research on Indian companies, analyzing their financial...