
Portfolio Specialist
4 weeks ago
Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.
Guide Wealth Managers on the latest products to enhance their sales pitches.
Actively engage in internal discussions to collaboratively develop house views across assetclasses and create effective investment strategies.
Propose new product concepts to the Investment Committee.
Contribute ideas to enhance the investment platform by staying current with marketdevelopments, including automation, process optimization, and compliance with regulatorychanges.
Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance,financial goals, and investment preferences.
Build strong, long-term client relationships, focusing on high retention through consistentperformance and transparent communication.
Provide clients with clear, understandable updates on portfolio performance and marketconditions.
Tailor investment strategies to meet each client's unique financial goals (e.g., retirement,education, wealth preservation).
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Premier Portfolio Specialist
2 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878Job Title: Premier Portfolio SpecialistAbout the RoleWe are seeking a skilled and experienced Premier Portfolio Specialist to join our team. In this role, you will be responsible for managing high-net-worth client relationships, providing investment solutions, and driving business growth.Key Responsibilities:Main Responsibilities:Client Relationship...
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Legal Portfolio Specialist
3 days ago
Bengaluru, Karnataka, India beBeeLegal Full time ₹ 20,00,000 - ₹ 25,00,000Legal Portfolio SpecialistThis is an exciting opportunity to contribute to a team that oversees all legal matters related to the recovery and management of loan portfolios.About the RoleYou will be responsible for coordinating with external partners to handle legal proceedings, manage recoveries, and ensure compliance with relevant laws and regulations.Key...
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Portfolio Analysis Group
7 days ago
Bengaluru, Karnataka, India JP Morgan Chase & Co. Full timeJob DescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Portfolio Analysis Group team to partner with the Business.As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the...
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Asset Manager
3 days ago
Bengaluru, Karnataka, India beBeeAssetManagement Full time ₹ 1,04,000 - ₹ 1,30,878Job Title: Asset Manager - Portfolio SpecialistCore Responsibilities:1. Regularly monitor the real estate portfolio by conducting periodic asset quality reviews through site visits, data analysis, and meetings to ensure optimal performance.2. Ensure post-disbursement compliance with sanction terms, including security perfection, charge creation, and...
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Real Estate Portfolio Expert
3 days ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000Commercial Real Estate SpecialistAcuity Knowledge Partners seeks a Commercial Real Estate specialist to join their team. The ideal candidate will have experience in portfolio monitoring and lending, with knowledge of the US commercial real estate industry across all property types.
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Portfolio Development Specialist
3 days ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 2,40,000 - ₹ 3,60,000Portfolio Management OpportunityThis is a dynamic and exciting internship experience at a leading trading insights and portfolio research firm specializing in global financial markets.We are seeking highly motivated and talented individuals to contribute to our team as Portfolio Management Interns. As an intern with us, you will have the opportunity to work...
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Portfolio Management Specialist
1 week ago
Bengaluru, Karnataka, India beBeeStrategic Full time ₹ 18,00,000 - ₹ 21,00,000Job OverviewThe position of Strategic Portfolio Management Support is a vital role in driving and communicating portfolio management decisions.This individual will play a crucial part in ensuring effective decision-making by supporting the head of the Product Portfolio Management team.Key ResponsibilitiesDrive and communicate portfolio management decisions...
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Portfolio Development Specialist
1 day ago
Bengaluru, Karnataka, India beBeePortfolioManagement Full time ₹ 9,00,000 - ₹ 12,00,000Portfolio Management ProfessionalThe ideal candidate for this role will have 4-6 years of experience in IT or consulting, with at least 3 years of hands-on experience in portfolio implementation and management services or support environment.Responsibilities:Participate in the implementation, support, and configuration of portfolio management tools,...
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Portfolio Optimization Specialist
6 days ago
Bengaluru, Karnataka, India beBeePortfolio Full timeJob Title: Portfolio Management ProfessionalPortfolio OverviewAs a Portfolio Management Intern at our firm, you will contribute to developing and monitoring multi-asset portfolios in live trading environments. Working across FX, commodities, and digital assets, you'll engage in performance analysis, market scanning, and strategy refinement while gaining a...
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Wealth Portfolio Specialist
4 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,25,00,000Portfolio Growth ManagerThe role of Portfolio Growth Manager involves overseeing the expansion and development of clients' wealth portfolios. The successful candidate will be responsible for identifying opportunities, managing relationships, and delivering high-value solutions to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals...