Finance Portfolio Strategist

2 weeks ago


ahmedabad, India beBeeFinancialExpert Full time

We are seeking a seasoned Financial Expert to spearhead our portfolio intelligence efforts. This is an exceptional opportunity for a skilled analyst to leverage their expertise in financial modeling, data analysis, and communication to drive business growth.Responsibilities:Develop and present actionable insights through data visualization, leveraging Excel and other tools.Analyze financial reports, market trends, and asset performance to inform investment decisions.Evaluate risk factors, stability, and other key metrics to determine investment merit.Collaborate with the data engineering and science team to source relevant metrics and data.Requirements:Advanced degree from a top-tier institution (8.0+ GPA mandatory). Ideal candidates will possess an MBA or CFA designation.At least 2 years of experience in a front-office financial role, typically in Investment Banking or Due Diligence.Strong communication skills, both written and verbal.Methodical work style with attention to detail and deadlines.Aptitude for quantitative risk management, information technology, and industry trends.Conscientious focus on objectives with excellent written and verbal communication skills.Proven expertise in data analysis, validation, and presentation of results (MS Excel).Preferred locations: Remote or major Indian cities.


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