Dynamic Portfolio Strategist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 3,00,00,000
Investment Researcher

Nomura's Global Markets – IWM IPAS division has a rich history of delivering value to high net worth clients in Asia. With over 50 years of experience, our commitment is to provide bespoke solutions paired with judicious planning and Asia insight.

Job Overview

The Managed Investment Team works as part of the broader IPAS Team in Private Banking. This team is involved in all aspects of the business including conducting research, developing valuation frameworks across funds from different asset classes, hedge funds, private equity and credit.

The team also works on cross-asset allocation models with CIO Office and provides data driven decision making alongside the Quant team to support our investment strategies.

Key Responsibilities
  • Participate in the full value chain of mutual funds and alternative investments business
  • Support on fund product due diligence and fund analysis
  • Responsible for ongoing fund product review, various platform maintenance and enhancement
  • Take ownership of funds commentaries, monthly chart packs and quarterly reports
  • Create data driven decision making frameworks for valuations and cross-asset allocation to increase clients' penetration on funds
Required Skills and Qualifications
  • Bachelor's or Master's degree in a quantitative field such as Mathematics, Statistics, Computer Science, or Engineering
  • 0-5 years' experience in Mutual Funds/Hedge Funds/Private Markets

Strong understanding of mutual fund and alternatives, financial markets and investment concepts. Solid knowledge on fund operation, dealing, regulatory and compliance in Asia region. Basic programming skills in languages such as Python or R. Experience with data analysis and writing macro commentaries.

Excellent communication and collaboration skills. Self-starter with a passion for data science and investment research. Fast learner. Ability to work effectively as part of the team. Strong work ethics. Multitasking and ability to work with multicultural teams. Dependable and proactive. Able to prioritize the workload and use time efficiently.

  • Chief Portfolio Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeePortfolio Full time US$ 1,20,000 - US$ 1,50,000

    Portfolio Management ExpertWe are seeking a highly skilled Portfolio Management Expert to join our team. The successful candidate will be responsible for identifying, developing, and exploring new market opportunities aligned with critical care products for US hospital markets.The ideal candidate will have 12-15 years of experience in portfolio management,...

  • Portfolio Strategist

    3 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Investment Product Manager">    Develop a suite of investment products, encompassing mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.">    Rigorous Analysis:">    Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee...

  • Portfolio Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time

    Private Wealth Relationship ManagerAs a Private Wealth Relationship Manager, you will play a vital role in advising high net worth clients on building and maintaining their investment portfolios. Your key responsibilities will include:Developing tailored investment strategies based on clients' individual needs and risk tolerance.Providing expert analysis and...

  • Portfolio Strategist

    4 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Summary:Investment ManagerWe are seeking an experienced Investment Manager to oversee the performance and progress of real estate assets within our Alternative Investment Funds (AIF). The ideal candidate will have a strong understanding of real estate markets, financial modeling, and investment strategies.Key Responsibilities:Clients and Stakeholders...

  • Senior Product Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 20,00,000 - ₹ 25,00,000

    Product StrategistWe are seeking a seasoned Product Strategist to lead our product development efforts in the dermatology segment.About the Role:The ideal candidate will have 4-6 years of experience in Brand Management and a deep understanding of the dermatology market. Key responsibilities include developing product roadmaps, collaborating with sales teams,...

  • Expert Portfolio Strategist

    1 day ago

    Mumbai, Maharashtra, India beBeeInvestment Full time US$ 3,00,000 - US$ 50,00,000

    Portfolio Investment SpecialistWe are seeking an experienced portfolio investment specialist to join our network of systematic fund managers.

  • Chief Portfolio Strategist

    3 days ago

    Mumbai, Maharashtra, India beBeePerformance Full time ₹ 23,42,400 - ₹ 26,49,600

    As a Portfolio Analysis Team Lead, you will play a pivotal role in our organization. Your primary responsibility will be to conduct rate of return calculations, return attribution, and risk analytics to aid clients in understanding portfolio returns and evaluating our product strategies.Key Responsibilities:You will provide exceptional client service by...

  • Global Portfolio Strategist

    1 day ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 50,00,000

    Senior Investment Manager RoleThe successful candidate will be responsible for leading a multidisciplinary team and managing portfolios effectively.Key responsibilities include:Managing teams to achieve strategic goals and results.Coordinating with multiple stakeholders to implement business solutions.Collaborating with senior leadership to drive business...

  • Wealth Portfolio Strategist

    3 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    Key Responsibilities:Monitor and address HNI and UHNI clients' banking and investment requirementsHelp clients achieve their financial goals through strategic portfolio analysis and suggesting suitable investment productsEssential Skills and Qualifications:Min 2+ years relevant experience in Banking and Wealth domainMBA/ PGDM or relevant degreeAcumen towards...

  • Financial Portfolio Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 9,00,000 - ₹ 12,00,000

    Overview of the Analyst PositionWe are seeking a skilled Analyst to join our Wealth Management team.The ideal candidate will have a passion for finance, strong analytical skills, and experience working with public markets, private deals, and high-value client portfolios.About the RoleConduct research across equities, debt, alternatives & private...