Current jobs related to Financial Portfolio Manager - Thāne, Maharashtra - beBeeWealthManagement
-
Portfolio Monitoring Specialist
2 weeks ago
Thāne, Maharashtra, India beBeePortfolio Full time ₹ 1,44,00,000 - ₹ 2,16,00,000Job TitleA portfolio monitoring role is available for an experienced analyst with a strong background in financial analysis and data management.
-
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000**Job Summary:**We are seeking an Investment Analysis Expert to support our portfolio management efforts.This part-time remote role requires expertise in analyzing annual reports and SEC documents. The ideal candidate will have 8+ years of experience in US Finance Markets, with a strong analytical mindset and proficiency in financial analysis.The successful...
-
Senior Investment Portfolio Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeRiskManager Full time ₹ 19,44,000 - ₹ 25,19,000Investment Risk ManagerWe are seeking a seasoned Investment Risk Manager to join our organization. As a pivotal member of our team, you will play a critical role in identifying and mitigating potential risks within an investment management or financial services environment.About the Role:You will analyze potential risks, including market, credit,...
-
Senior Investment Portfolio Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Investment Portfolio SpecialistWe are seeking a highly analytical Investment Portfolio Specialist with strong expertise in investment products and deep knowledge of portfolio management.Conduct thorough analysis and optimization of client portfolios to manage risk-adjusted returns and optimize asset allocation.Perform research and due diligence on various...
-
Leading Investment Banking Portfolio Analyst
1 week ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000Business Analyst (Investment Banking / Buy-Side Experience Required)A leading financial organization is seeking a skilled Business Analyst to join their team.The ideal candidate will have a strong background in investment banking and buy-side experience, with exceptional analytical and Excel skills. The successful applicant will be responsible for analyzing...
-
Principal Financial Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Financial Advisor RoleWe are seeking a seasoned Senior Certified Financial Planner (CFP) with a strong background in relationship management to serve as a trusted advisor to our clients. This dual role requires leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client...
-
Senior Investment Portfolio Specialist
2 weeks ago
Thāne, Maharashtra, India beBeeFund Full time ₹ 1,50,00,000 - ₹ 2,00,00,000We are seeking a detail-oriented and proactive individual to join our team as a Hedge Fund Analyst. The ideal candidate will be responsible for Net Asset Value (NAV) calculations, P&L reconciliation, and cash reconciliation to ensure accurate reporting and operational efficiency for our hedge fund portfolios.Key ResponsibilitiesPrepare and review daily,...
-
Financial Manager
2 weeks ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 80,00,000Accounting ProfessionalWe are seeking a skilled Accounting Professional to join our team. As an integral part of our financial department, you will be responsible for managing our financial records and ensuring compliance with accounting regulations.Key Responsibilities:Prepare comprehensive financial statements, including balance sheets, income statements,...
-
Strategic Financial Analyst
2 weeks ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000Investment OpportunityAt a leading health-tech investment firm, we identify and invest in innovative startups poised for breakthroughs. Leveraging our expertise in healthcare operations, pharmaceuticals, and entrepreneurship, we provide strategic value to these young ventures. Our mission is to make groundbreaking innovations accessible to everyone.This role...
-
Financial Manager
2 weeks ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000Job Title: Financial ManagerThe Financial Manager is a crucial role within our organization, responsible for overseeing the financial planning, budgeting, and forecasting processes. This position requires a strong understanding of accounting principles, taxation laws, and regulatory requirements.Key Responsibilities:Maintain accurate financial records and...
Financial Portfolio Manager
3 weeks ago
Job Description:
The ideal candidate will be responsible for delivering exceptional service to high net worth individuals, driving growth and profitability through effective relationship management.
- Establish and maintain strong client relationships to foster business expansion and revenue growth
- Analyze client portfolios to optimize performance and make informed investment decisions
- Develop and implement strategies to cross-sell products and services, resulting in increased revenue streams
- Collaborate with marketing teams to support business development initiatives and stay ahead of market trends
Qualifications and Skills:
To succeed in this role, you must possess a combination of financial knowledge, business acumen, and excellent communication skills. Required qualifications include an MBA or equivalent degree, along with certifications such as AMFI / NISM and IRDA (optional). Key skills required are wealth management and financial markets expertise, client acquisition and relationship management, portfolio analysis and management, and business development and cross-selling capabilities.
