Lead Portfolio Strategist

2 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, legal matters, disbursements, advising founders, tracking key metrics, milestones, and strategic insights.Key traits for success include an ownership mindset, strong follow-up discipline, experience leading junior team members, sharp analytical skills, capital markets knowledge, financial modeling expertise, and ability to build trust with founders and fund leadership.Responsibilities:Oversight of investment execution and portfolio growthIdentifying investment opportunities and conducting due diligenceNegotiating term sheets and overseeing legal mattersCreating pitch materials and advising foundersTracking key metrics and milestonesRequirements:Ownership mindset and strong follow-up disciplineExperience leading junior team membersSharp analytical skills and capital markets knowledgeFinancial modeling expertise and ability to build trust with stakeholdersBenefits:We offer a dynamic work environment, opportunities for professional growth, and a chance to make a meaningful impact in the investment world.



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