Strategic Investment Advisor

7 days ago


kollam, India beBeePortfolio Full time

Wealth Management Internship OpportunityThis internship offers a unique chance for a self-driven student to apply their financial skills in investment analysis and advisory.As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Fundamental Analysis: Learn about client interaction and investment strategies.Investment Advisory: Assist in preparing pitch books and investment presentations for clients.Market Insights: Analyze and present market data insights for portfolio recommendations.Client Communication: Participate in mock client meetings to develop communication skills.You will have the opportunity to engage in multiple mini-projects across various functional areas. The internship is designed to provide practical exposure to wealth management simulation.Financial Markets: Conduct fundamental and technical analysis of equities and alternative investments.Credit Instruments: Understand debt securities and yield to maturity (YTM) calculations.Investment Options: Compare investment options such as corporate bonds, NCDs, and mutual funds.You will learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and Virtual Portfolio Analyser, and prepare an investment proposal for a client including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.



  • kollam, India beBeeInvestment Full time

    Principal Portfolio ManagerInvestment leadership is key to a high-performance fund. As Principal Portfolio Manager, you will oversee investment execution and portfolio development across core funds.The role entails full-cycle investing, from identifying opportunities to structuring and post-investment portfolio work.You will lead a team of analysts and set...


  • kollam, India beBeeInvestment Full time

    Investment Leadership RoleThe ideal candidate will oversee investment execution and portfolio development across our core funds.Deal Sourcing & Execution:Build proprietary sourcing networks globallyDrive founder meetings, due diligence, modeling, and preparationLead term sheet negotiation and deal closurePortfolio Growth Strategies:Advise founders on...


  • kollam, India beBeeStrategic Full time

    Job Title:Senior Strategic Advisor to the FounderAbout the Role:We are seeking an experienced Senior Strategic Advisor to join our leadership team as a strategic extension of the Founder. The ideal candidate will be responsible for shaping decisions, building and running the company's operating rhythm, and driving high-impact special projects across global...


  • kollam, India beBeeInsights Full time

    Strategic Insights ManagerA leading investment firm seeks an exceptional Strategic Insights Manager to partner with portfolio managers, risk managers, analysts, and CIOs to uncover alpha, beta, and idiosyncratic drivers.Analyze portfolios to identify key trends and opportunities.Design and validate analytics that solve real institutional...


  • kollam, India beBeeFinance Full time

    Financial Leadership PositionThe Chief Financial Officer (CFO) plays a pivotal role in leading the financial strategy and direction of our organization. This position ensures alignment with our mission to develop sustainable packaging solutions. With a strong focus on financial planning, analysis, and reporting, this role drives business growth while...


  • kollam, India beBeeInvestment Full time

    Investment Analyst Job OpportunityAs an Investment Analyst, you will be working on cutting-edge projects that involve investment advisory, portfolio management, asset allocation and risk profiling. This role provides practical exposure to investment advisory simulation.Key Responsibilities:You will engage in multiple mini-projects across various functional...


  • kollam, India beBeeStrategy Full time

    Business Strategy ConsultantWe are seeking a highly analytical and detail-oriented individual to support our financial planning, data-driven decision-making, and executive reporting.Financial AnalysisThe ideal candidate will have strong quantitative skills, excellent business acumen, and the ability to translate data into actionable insights. Key...


  • kollam, India beBeePartner Full time

    Job OverviewThis role oversees the orchestration and management of a strategic alliance with Microsoft, focusing on partner program administration in the Partner Center. Key responsibilities include access management, commercial marketplace solution management, lead tracking & referral submissions, claim submissions, incentives and earnings tracking, Azure...


  • kollam, India beBeeCompliance Full time

    The role of Financial Manager plays a pivotal part in driving end-to-end accounting, reporting, and compliance within the cannabis industry.Manage full-cycle accounting, general ledger, month-end closing, and financial statements under US GAAP regulations.Prepare accurate profit and loss statements, balance sheets, cash flow statements, and variance analysis...


  • kollam, India beBeeTransformation Full time

    Strategic Transformation LeadWe are seeking a Strategic Transformation Lead who is passionate about driving technology adoption for global enterprises.The role requires a leader who can build toolkits, partner closely with clients, and act as a trusted advisor for large-scale procurement transformation.Key Responsibilities:Develop an enterprise-wide strategy...