Portfolio Management Assistant
3 days ago
Job Title: Portfolio Management AssistantJob DescriptionThis is an entry-level position in our wealth management team where you will assist in portfolio management, financial research, and client engagement.Key Responsibilities:Wealth Management & Client Engagement:Learn client interaction strategies and investment methodologies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Develop portfolio allocation strategies.Perform risk profiling using Virtual Risk Analyser and understand behavioral biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds and compare your asset allocation to target asset allocation suggested through risk profiling.Technical & AI-Driven Financial Tools:Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone Project:Prepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.
-
Portfolio Manager
3 weeks ago
Rajahmundry, India Fionics Full timeSystematic Portfolio Manager - India/Remote 40+ systematic funds/ prop firms seeking experienced PMs. Immediate openings. What you'll do: Manage systematic portfolios across asset classes Own P&L responsibility and risk management Develop and implement quantitative strategies Requirements: 4+ years systematic PM experience Proven alpha generation track...
-
Strategic Portfolio Manager
5 days ago
rajahmundry, India beBeePortfolio Full timeDrive Project Success as a Strategic Portfolio ManagerWe are seeking an experienced Portfolio Manager to lead project governance and strategic reporting. Key responsibilities include managing PMO frameworks, developing portfolio dashboards, and driving data analysis.This role requires strong analytical capabilities, advanced Excel skills, and the ability to...
-
Application Portfolio Manager
3 days ago
rajahmundry, India beBeeApplication Full timeThis role shapes our application landscape by driving smarter technology investments and minimizing redundancy. A detail-oriented position critical in capturing, analyzing, and maintaining application metadata.Key responsibilities include:Accurate application data population and maintenance within a metadata platform.Ensure completeness and consistency of...
-
Expert Crypto Portfolio Manager
5 days ago
rajahmundry, India beBeeCrypto Full timeBotsfolio, a leading crypto platform, seeks experienced professionals to manage and create portfolios on their website. This role requires sharing market insights, strategies, and commentary with a growing audience.The ideal candidate has in-depth knowledge of crypto markets, trading concepts, and risk-aware decision-making. They must be able to communicate...
-
High Impact Portfolio Manager
7 days ago
rajahmundry, India beBeeInvestment Full timeAbout Our Investment HouseOur firm is a performance-first investment house managing a significant portfolio across domestic and international vehicles.Role OverviewWe're seeking a Principal to lead investment execution and portfolio development across our core funds: You'll be responsible for full-cycle investing, from sourcing and thesis development to...
-
Expert Portfolio Strategist
3 days ago
rajahmundry, India beBeeInvestment Full timePortfolio Intelligence Analyst RoleArcana is seeking a skilled Portfolio Intelligence Analyst to partner with portfolio managers, risk managers, and analysts.Job Description:Analyze portfolios to identify alpha, beta, and idiosyncratic drivers.Design and validate analytics that solve real-world workflows.Transform complex financial data into actionable...
-
Strategic Portfolio Analyst
7 days ago
rajahmundry, India beBeeAnalyst Full timePortfolio Performance SpecialistA leading financial institution is seeking a skilled analyst to work closely with portfolio managers and risk managers.Deliver in-depth analysis of investment portfolios to identify opportunities for growth.Develop and implement strategic analytics solutions to optimize portfolio performance.Requirements:Bachelor's or Master's...
-
Senior Portfolio Analyst
7 days ago
rajahmundry, India beBeeData Full timeJob OverviewWe seek analytical professionals with expertise in credit card analytics, portfolio management, and risk strategy.The ideal candidate will have experience working with U.S. credit card portfolios and driving business profitability through data-driven insights.Develop predictive models to optimize acquisition and portfolio strategies.Work on...
-
Debt Portfolio Manager
5 days ago
rajahmundry, India beBeeInvestment Full timeJob OverviewThe ideal candidate for this Debt Investment Analyst role will be responsible for analyzing and underwriting new debt investment opportunities, building robust financial and credit models, and conducting due diligence to assess company performance and repayment capacity.Additionally, the successful candidate will draft clear, data-backed...
-
Portfolio Risk Intelligence Expert
5 days ago
rajahmundry, India beBeeRisk Full timeArcana's Portfolio Intelligence AnalystsWe're seeking skilled analysts who can drive transformation in institutional-grade financial software. Our portfolio intelligence platform helps hedge funds and asset managers analyze performance and risk.Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools.Develop...