Financial Portfolio Strategist

6 days ago


Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 25,00,000
About Investment Roles

Are you seeking a career that combines investment knowledge with analytical skills?

  • Our organization is looking for an experienced Investment Analyst to join our team.

About the Job

We are a leading FinTech company focused on developing innovative AI tools. As an Investment Analyst, you will be responsible for working on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities

  • Analyzing Market Data: You will analyze and present market data insights for portfolio recommendations.
  • Preparing Presentations: Assist in preparing pitch books and investment presentations for clients.
  • Client Interaction: Learn about client interaction and investment strategies.
  • Risk Profiling: Participate in mock client meetings to develop communication skills.

Responsibilities (continued)

  • Equity Analysis: Conduct fundamental and technical analysis of equities and alternative investments.
  • Debt Securities: Understand debt securities and yield to maturity (YTM) calculations.
  • Investment Options: Compare investment options such as corporate bonds, NCDs, and mutual funds.

Portfolio Management

  • Strategy Development: Develop portfolio allocation strategies.
  • Risk Assessment: Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
  • Portfolio Creation: Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.


  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Chief Financial StrategistTo achieve success as a Chief Financial Strategist, you will be responsible for building long-lasting relationships with high-net-worth clients. You will be the primary point of contact for these clients, providing them with comprehensive financial solutions and ensuring their financial goals are met.About This Role:You...


  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 20,00,000

    Financial StrategistAbout OneBanc:We are a neo-bank building the economic infrastructure for India's workforce.Our philosophy is to connect enterprises, banks, and HR Tech platforms to enhance value for all stakeholders.Key Responsibilities:Develop financial strategies, budgets, and analyses.Maintain strong knowledge of financial reporting standards and...


  • Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Wealth StrategistAs a Senior Wealth Strategist, you will drive the development and expansion of our wealth management division. This role is ideal for an experienced professional seeking to leverage their expertise in strategic leadership, distributor management, client advisory, and portfolio management.Key Responsibilities:Strategic Leadership:...


  • Erode, Tamil Nadu, India beBeeStrategist Full time ₹ 25,00,000 - ₹ 40,00,000

    Drive Financial Growth as a Senior Finance StrategistThe role of the Senior Finance Strategist is pivotal in driving financial growth for renewable energy projects. Key responsibilities include developing and implementing comprehensive financial strategies, fostering strong relationships with banks and investors to secure project financing, and overseeing...


  • Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Portfolio ManagerAbout the Role:The role involves deploying surplus cash efficiently.Managing funds to achieve targeted returns on investments is a key responsibility.A dedicated investment desk adheres to an investment policy, making informed decisions on investments.Key Responsibilities:Conduct in-depth analysis of company and sector dynamics,...


  • Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 1,80,000 - ₹ 2,60,000

    Comprehensive Investment ServicesFincare offers customized investment solutions to clients.This is a full-time role for an Equity Dealer/Bolt Operator. Key responsibilities include executing trades on the stock market, managing equity portfolios, and monitoring market trends.The ideal candidate will engage with clients, provide investment recommendations,...


  • Erode, Tamil Nadu, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 3,00,00,000

    Job Role:To cultivate and maintain strong, meaningful relationships with high-net-worth individuals to grasp their financial objectives and priorities.To provide bespoke, tailored financial guidance and wealth management solutions to clients based on their unique needs and risk tolerance.To regularly review and update client portfolios to ensure alignment...


  • Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Financial Strategist RoleWe are seeking a highly skilled financial strategist to drive business growth and profitability. As a key member of our finance team, you will be responsible for analyzing complex financial data, developing and maintaining accurate financial models, forecasts, and projections.Responsibilities:Analyze large datasets to identify...


  • Erode, Tamil Nadu, India beBeeTrader Full time ₹ 2,40,000 - ₹ 3,60,000

    About Trading RoleLooking for a career in global trading and portfolio management? We have an exciting opportunity to work closely with senior traders and strategists.Our team specializes in analyzing, designing, and managing portfolios across global forex, commodities (gold), and cryptocurrency markets, supported by in-depth macro and quantitative...

  • Financial Advisor

    1 week ago


    Erode, Tamil Nadu, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Expert Wealth StrategistWe are seeking a highly skilled and experienced Expert Wealth Strategist to join our team. In this role, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have a deep understanding of financial markets, excellent analytical and problem-solving...