Senior Portfolio Investment Specialist

2 weeks ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 17,50,000 - ₹ 25,10,000
Portfolio Researcher Opportunity

A key role in a portfolio research team involves analyzing client portfolios, providing actionable insights to support investment decisions, and ensuring alignment with client objectives and risk-return parameters.

The successful candidate will conduct portfolio analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns. They will also perform research and due diligence on investment products to support investment recommendations, monitoring and tracking performance of client portfolios against benchmarks and market trends.

Collaboration with portfolio managers is essential to design customized investment strategies. The researcher will prepare investment research reports, presentations, and client notes, supporting the creation of model portfolios and recommending rebalancing strategies based on market movements.

Compliance with regulatory frameworks, such as SEBI guidelines, is mandatory.

  • Portfolio Manager

    6 days ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 50,00,000

    Investment SpecialistWe are seeking a highly skilled Investment Specialist to join our team. As an Investment Specialist, you will play a crucial role in analyzing investment opportunities, managing loan portfolios, and conducting performance reviews.Key responsibilities include:Deal analysis: Conduct thorough research and analysis of investment deals to...

  • Senior Portfolio Manager

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Investment Leadership OpportunityThis role involves leading the investments team and is based in India.">About the RoleThe Senior Manager - Investments will be responsible for supporting analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various...

  • Portfolio Intelligence Specialist

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Arcana is a portfolio intelligence platform used by institutional investors to analyze performance and risk. We're rethinking the tools they rely on—and we're hiring experts who want to drive that transformation.This isn't a typical analyst role. Our specialists work directly with product, engineering, and data science teams to shape institutional-grade...

  • Senior Consumer Investment Professional

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 1,40,00,000

    Job DescriptionWe are a venture capital firm with a focus on consumer businesses and their enablers. With over 40 years of cumulative experience across the team in managing third-party capital, we have partnered with numerous businesses from seed to growth stages across various categories.This is a full-time role based in Mumbai for an investment...

  • Senior Portfolio Analyst

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

    Job Position: Senior Research AnalystWe are seeking a seasoned Investment Professional to join our team in India.Key Responsibilities:Research and Analysis: Track, analyze, and evaluate the performance of mutual funds, PMS, and AIF schemes across equity, debt, hybrid, and alternative strategies.Conduct quantitative analysis: alpha, beta, Sharpe ratio,...

  • Data-Driven Investment Analyst

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000

    Portfolio Analysis SpecialistAs a Portfolio Analysis Specialist, you will play a pivotal role in supporting investment strategies spanning macro, alternatives, and tax benefit solutions. You will work closely with cross-functional teams to produce custom portfolio analysis, factor attribution, and performance monitoring reports.Key ResponsibilitiesDevelop...

  • Portfolio Management Expert

    1 week ago

    Agra, Uttar Pradesh, India beBeeCredit Full time ₹ 1,80,00,000 - ₹ 2,60,00,000

    Job Title: Senior / Lead Analyst- Portfolio MonitoringAbout Corporate and Investment Banking (CIB)We are a global leader in knowledge processes, research, and analytics, working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers.Our team specializes in global market research, supporting eight of the...

  • Strategic Investment Risk Advisor

    1 week ago

    Agra, Uttar Pradesh, India beBeeRiskManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key Job Responsibilities:Support the Chief Risk Officer (CRO) in:Risk Identification and AssessmentDevelop risk models to analyze potential risks, including market, credit, operational, liquidity, and regulatory risks.Evaluate investment portfolios to assess exposure to various risk factors.Implement effective risk mitigation strategies and support systems...

  • Aspiring Portfolio Strategist

    1 week ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    Role Overview:About the RoleSeeking a motivated student intern for Portfolio Management Wealth Manager role.Opportunity to work on cutting-edge projects involving investment advisory portfolio management asset allocation and risk profiling.Key Responsibilities:Learn client interaction and investment strategies.Assist in preparing pitch books and investment...

  • Investment Professional

    2 weeks ago

    Agra, Uttar Pradesh, India beBeeVenture Full time ₹ 18,00,000 - ₹ 28,00,000

    Job Title: Venture Capital Fund AssociateWe are seeking a highly motivated and skilled professional to join our venture capital fund as an associate. This role offers a unique opportunity to be part of a growing investment team, working closely with the managing director and other senior team members.About the Role:This is an entry-level position that...