Investment Portfolio Specialist

3 days ago

Bareilly, Uttar Pradesh, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 14,00,000
Job Opportunity

About the Role

We are seeking a highly motivated and detail-oriented student or fresh graduate to join our team as a Portfolio Manager. This role involves working on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

The successful candidate will have the opportunity to engage in multiple mini-projects across various functional areas, including wealth management, financial research, and portfolio analysis.

The ideal candidate will possess strong analytical and problem-solving skills, with a basic knowledge of Microsoft Office and a willingness to self-learn and work in a fast-paced environment.

Key Responsibilities:

  • Conduct thorough market research and analyze data insights for portfolio recommendations.
  • Assist in preparing pitch books and investment presentations for clients.
  • Participate in mock client meetings to develop effective communication skills.

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Ability to learn quickly and adapt to new situations.

Benefits:

  • Opportunity to gain practical experience in investment advisory and portfolio management.
  • Chance to develop strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills through mock client meetings.

Duration and Type:

This internship is self-paced, with an option to complete it within 4 months. It is an unpaid opportunity that provides valuable experience and skills.

  • Crypto Portfolio Manager

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeCrypto Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About the Position:We seek experienced crypto market specialists to manage and publish investment portfolios on our platform.Key Responsibilities:Publish, manage and maintain one or more crypto investment portfolios.Provide regular updates, analysis and strategic insights for portfolio moves.Contribute to the overall quality of content on the platform.Ideal...

  • Portfolio Management Specialist

    6 hours ago

    Bareilly, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Portfolio Management SpecialistA talented and experienced professional with a passion for portfolio management is sought after to join our dynamic team. As a Portfolio Management Specialist, you will be responsible for overseeing the investment activities of clients, providing expert advice on insurance solutions, and ensuring compliance with...

  • Portfolio Manager

    4 days ago

    Bareilly, Uttar Pradesh, India beBeeRisk Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Title: Fixed Income Portfolio ManagerAbout the OpportunityWe are seeking a talented and motivated student intern to join our team for a fixed income portfolio manager role.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for banking.Key Responsibilities:Calculate Yield to Maturity (YTM) and assess returns on...

  • Senior Investment Specialist

    5 days ago

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

    Portfolio Manager Job DescriptionAs a Portfolio Manager, you will be responsible for overseeing the investment portfolio of our clients. Your primary goal will be to maximize returns while minimizing risk.Required Skills and QualificationsA professional qualification in law, finance, accountancy, business management or CFA is required.At least 5 years of...

  • Fractional Real Estate Investment Specialist

    3 days ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Unlock Your Potential as a Fractional Real Estate Investment SpecialistWe are seeking a highly motivated and proactive individual to join our dynamic team as a Relationship Manager. As a key member of our client acquisition and conversion strategy, you will play a vital role in scouting and sourcing new clients through your professional network and nurturing...

  • Global Investment Professional

    3 days ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 23,00,000 - ₹ 26,10,000

    Seeking a skilled professional to join our team as an Investment Solutions Specialist.Combining financial theory, data-driven research, and technology to deliver innovative investment solutions worldwide.We are dedicated to building long-term partnerships with clients through our global investment management firm. Our strategies span equities, alternatives,...

  • Strategic Portfolio Specialist

    7 days ago

    Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 30,00,000

    As a Forward Deployed Analyst, you will work closely with portfolio managers, risk managers, analysts and CIOs from leading hedge funds and asset managers.We're looking for exceptional analysts to partner with our product, engineering and data science teams. Your role will be to analyze portfolios, uncover alpha, beta and idiosyncratic drivers, and design...

  • Strategic Investment Advisor

    14 hours ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000

    About Our Internship OpportunityOur organization is seeking a highly motivated and analytical individual to fill the role of Portfolio Manager.This is an exceptional opportunity for a talented student or fresh graduate who has a passion for investment analysis and advisory.As a Portfolio Manager, you will have the chance to work on cutting-edge projects...

  • Data-Driven Investment Solutions Professional

    3 days ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Quantitative Product SpecialistWe are seeking a skilled professional to join our investment team and support global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions. This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities.The ideal candidate will have excellent...

  • Investment Banking Application Support Specialist

    7 days ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job Title: Investment Banking Application Support SpecialistWe are seeking a highly skilled Investment Banking Application Support Specialist to join our team. This role is responsible for the overall health of applications in Investment Banking, including front office and middle office systems.