Financial Portfolio Specialist

4 days ago

guntur, India beBeeInvestmentPerformanceAnalyst Full time

Job OpportunityWe are seeking a highly skilled Techno-functional Investment Performance Operations Analyst to join our team.This role requires relocation to Malaysia, where you will be responsible for production and review of accurate customized Investment Risk & Attribution reports for various portfolios within specified timescales.You will also be responsible for calculation and reporting of Daily Exposure for Trading Reporting of various funds and asset classes for global clients.Additionally, you will prepare Returns, Attribution / Contribution analysis, Risk characteristics report of multi-asset (Derivatives, Equity, Fixed Income) multi-manager funds while creating and maintaining ad-hoc customized reports.Key responsibilities include:Responsible for production/review of accurate Customized Investment Risk & Attribution reports for EQ, FI, Balanced and multi-currency (Institutional) Portfolios within specified timescales.Responsible for calculation & reporting of Daily Exposure for Trading Reporting of various funds and asset class for the global clients.Preparing Returns, Attribution / Contribution analysis, Risk characteristics report of multi asset (Derivatives, Equity, Fixed Income) multi manager funds while creating and maintaining ad-hoc customized reports.Identify, highlight and rectify the anomalies in Attribution, Risk numbers and provide the proper justification.Communication with other business areas necessary to improve accuracy and reliability of Risk reporting. Returns & Risk numbers reconciliation for EQ, FI and Derivative products on daily/monthly Basis.Proactive research and provide insight on investment Risk, deviations from benchmark; asset allocation targets and portfolio movements to clients.Coordinate with data providers, colleagues and clients on issues relating to the quality and timeliness of data and the content of the reports.QualificationsTo be considered, you must have 5 years+ experience that includes:In-depth knowledge and understanding of EQ, FI and multi Asset class portfolio Risk & Attribution reporting.Product knowledge of derivatives (eg Bond forward/ Equity index option/ IRS/ CCS etc) and Fixed Income.Knowledge on Collateral/Liquidity management – e.g. Liquidity at risk (LAR), Collateral Ratios a big plus to the role.Proficiency in Bloomberg, Eagle IBOR, MSTR and Microsoft Office applications particularly advanced Excel skills.Strong knowledge and exposure to financial markets and various financial products (including performance analytics).Intermediate working experience of databases, systems design and proficiency in using VBA Macros, SQL for managing large volumes of data & Performance Reports.Strong Presentation, verbal and written communication skills. Identify the areas of automation and shall be able to develop the VB macros, Access DB tools independently.Degree or equivalent in a Finance, Technical, Mathematical Discipline (FRM, CIPM, CFA would be an added advantage).MUST BE WILLING TO RELOCATE TO MALAYSIA],

  • Financial Guidance Specialist

    4 days ago

    guntur, India beBeeFinancialGuidance Full time

    Financial Guidance SpecialistWe are seeking a skilled Financial Guidance Specialist to provide expert advice on investment and insurance opportunities to clients. As a Financial Guidance Specialist, you will be responsible for generating leads from the open market and converting them into sales. Training will be provided to equip you with the necessary...

  • Financial Communications Specialist

    4 days ago

    guntur, India beBeeInvestor Full time

    Financial Communications SpecialistThe Financial Communications Specialist will play a pivotal role in fostering trust and confidence among our stakeholders.Key responsibilities include clarifying the structure of various assets, addressing inbound queries via WhatsApp chats and emails, as well as providing actionable insights to the Product/Marketing...

  • Financial Operations Specialist

    2 days ago

    guntur, India beBeeAccountant Full time

    Job DescriptionMaintaining accurate financial records, timely reporting, and supporting organizational financial operations is a critical role within the company. As a key member of the team, you will be responsible for daily entry logging, preparing balance sheets, generating profit and loss (P&L) statements, managing accrual accounting, and maintaining...

  • Portfolio Risk Strategist

    4 days ago

    guntur, India beBeeRiskanalyst Full time

    Job SummaryWe're seeking a highly analytical and detail-oriented Portfolio Risk Analyst to join our team. As a key member of our analytics group, you will be responsible for building robust portfolio intelligence tools and analyzing performance, risk, and attribution.The ideal candidate will have a strong background in financial modeling, excellent...

  • Expert Financial Reporting Specialist

    4 days ago

    guntur, India beBeeFinancial Full time

    Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist with advanced expertise in financial reporting, including data analysis and visualization.This role will be pivotal in driving financial reporting excellence, supporting forecasting processes, and delivering actionable insights through robust reporting and...

  • Crypto Portfolio Specialist

    2 days ago

    guntur, India beBeeCryptographer Full time

    About the Opportunity:The ideal candidate will be responsible for creating and maintaining one or more live crypto portfolios on a leading trading platform. This is a content-driven role focused on education, transparency, and thought leadership in the cryptocurrency market.Publish and manage high-quality crypto portfolios using advanced creator...

  • Portfolio Finance Expert

    4 days ago

    guntur, India beBeeFinancialAnalyst Full time

    Financial AnalystOur team is seeking a highly skilled Financial Analyst to join our mission at a next-generation portfolio intelligence company.This role involves working hand-in-hand with product, engineering, and data science teams to build the future of institutional-grade finance software. Key responsibilities include:Presentation and analysis of...

  • Lead Portfolio Strategist

    4 days ago

    guntur, India beBeePortfolio Full time

    About usWe are a performance-first investment house managing funds across domestic and international investment vehicles.The Portfolio Leader will oversee investment execution and portfolio growth across core funds, identifying opportunities, meeting with founders, conducting diligence, financial modeling, creating pitch materials, negotiating term sheets,...

  • Expert Portfolio Analyst

    4 days ago

    guntur, India beBeeInvestment Full time

    Drive transformation in portfolio intelligence for hedge funds and asset managers.This role offers more impact, ownership, and the chance to shape real tools for investors.Collaborate with product, engineering, and data science teams to build robust portfolio intelligence toolsAnalyze portfolio- and security-level performance, risk, and attributionDecompose...

  • Unlock Financial Insights as a Data Science Specialist

    4 days ago

    guntur, India beBeeData Full time

    About the RoleAs a data science intern, you will be immersed in cutting-edge projects involving financial data analysis, investment research, and risk modeling. This is an exceptional opportunity to gain practical exposure to data science in the context of asset management, trading, and financial technology.Conduct thorough data cleaning, wrangling, and...