Financial Specialist

6 days ago

rajkot, India beBeeInvestment Full time

Wealth Management InternshipThis is an extraordinary opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.Your primary responsibilities will include:Learning about client interaction and investment strategies.Assisting in preparing pitch books and investment presentations for clients.Analyzing and presenting market data insights for portfolio recommendations.Participating in mock client meetings to develop communication skills.Conducting fundamental and technical analysis of equities and alternative investments.Understanding debt securities and yield to maturity (YTM) calculations.Comparing investment options such as corporate bonds, NCDs, and mutual funds.Developing portfolio allocation strategies.Performing AI powered risk profiling using our Virtual Risk Analyser and understanding your behavioural biases.Creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and comparing your asset allocation to target asset allocation suggested through AI powered risk profiling.Learning about artificial intelligence in portfolio management.Working on Virtual Risk Analyser.Working on Virtual Portfolio Analyser.Preparing an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.

  • Financial Record Specialist

    1 week ago

    rajkot, India beBeeAccounting Full time

    Financial Record SpecialistWe are seeking a highly skilled Financial Record Specialist to join our team. This full-time, remote position requires a strong understanding of UK accounting standards and experience with Xero.Responsibilities include daily bookkeeping using Xero, recording and categorizing expenses, petty cash, and receipts, raising and...

  • Financial Analyst Specialist

    4 days ago

    rajkot, India beBeeFinancialAnalyst Full time

    Job Role OverviewThe position of a Financial Analyst Specialist revolves around supporting the Bank Finance Arranger division by preparing client profiles, understanding business models, creating financial data, ratio analysis, and handling coordination with banks and clients for funding proposals including Working Capital, Term Loans, Project Finance,...

  • Financial Operations Specialist

    6 days ago

    rajkot, India beBeeAccounting Full time

    Job Title: Financial Operations SpecialistJob Description:The Financial Operations Specialist will be responsible for maintaining accurate and timely accounting records in Tally. Key Responsibilities include performing daily accounting entries, reconciling income and expenses, and ensuring error-free data entry.Daily Accounting Entries:Purchase...

  • Chief Financial Coordinator

    6 days ago

    rajkot, India beBeeAccounting Full time

    Financial Specialist Role DescriptionThe Financial Specialist will be responsible for preparing and maintaining financial records, managing accounts receivable and payable, processing payroll, preparing budgets, preparing financial reports, and ensuring compliance with tax regulations. This role also includes supporting audits, reconciling bank statements,...

  • SME Financial Partner

    1 week ago

    rajkot, India beBeeAccountant Full time

    Financial Specialist Job DescriptionRecord and reconcile financial transactions, ensure accuracy and compliance.Process payroll for directors and employees, manage statutory payments.Manage VAT returns, registrations, and submissions.Prepare year-end accounts and corporation tax (CT600) returns.Assist with personal tax returns (SA100, CGT, property,...

  • Chief Financial Coordinator

    1 week ago

    rajkot, India beBeeaccountant Full time

    About this RoleWe are seeking a highly skilled Financial Specialist to support our organization's financial operations and strengthen our accounting governance.This role requires strong analytical skills, a high level of integrity, and the ability to work effectively in a fast-paced, global environment.

  • Senior Financial Analyst

    2 days ago

    rajkot, India beBeeAccounting Full time

    Job OverviewWe are seeking a highly skilled and experienced Accounting Specialist to join our team. The successful candidate will be responsible for providing expert accounting services to our clients, including financial statement preparation, budgeting, and financial analysis.Key Responsibilities:Prepare accurate and timely financial statements, including...

  • Strategic Financial Planner

    6 days ago

    rajkot, India beBeeFinancial Full time

    Job Title: Financial Planning and Analysis SpecialistOverview of the Role:Our organization is seeking an experienced financial planning and analysis specialist to join our team.Key Responsibilities:Analyze Financial Data: Use advanced analytical techniques to analyze financial data and create detailed financial models to support business decisions.Financial...

  • Financial Audit Specialist

    1 week ago

    rajkot, India beBeeAuditor Full time

    Elevate your career with a dynamic role in financial auditing.We are seeking a Senior Auditor to join our team, responsible for supporting the execution of financial audits for private companies.The successful candidate will have a strong foundation in audit practices, a commitment to financial integrity, and a passion for working in a fast-paced...

  • Financial Analysis Specialist

    1 week ago

    rajkot, India beBeeInvestment Full time

    Looking for a fulfilling career in finance?In this exciting role, you will contribute to the growth of our organization by providing expert financial analysis and investment recommendations.Analyzing market trends and company data to identify potential investment opportunitiesDeveloping and maintaining complex financial models to forecast business...