Financial Portfolio Analyst

2 days ago

Alwar, Rajasthan, India beBeeData Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
About the Role

We are seeking a dynamic Portfolio Data Analyst to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting client onboarding and success.

The successful candidate will have a strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features to drive their success.

Responsibilities
  • Analyze and onboard portfolio data from various sources into our data integration ecosystem.
  • Collaborate with engineering, product management, and data operations teams to deliver high-quality, timely, and reliable data solutions through our platform.
  • Work with third-party data providers to integrate their data into our system.
  • Develop and support data aggregation solutions based on client and third-party content, tailored to user workflow needs.
  • Collaborate with user experience, design, and project management teams to develop data-oriented workflow solutions and product enhancements.
  • Analyze and implement solutions to improve data operations and pipeline efficiency.
  • Understand our products and clients, working closely with internal stakeholders to identify new opportunities to serve clients and grow the business.
  • Contribute to the evolution of our financial data solutions, ensuring the platform remains a leading integrator of market-traded and alternative asset data.
Requirements
  • GPA of 8.0+
  • Data analysis experience with exposure to finance and investment management.
  • Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams.
  • Ability to communicate complex ideas, problems, and solutions clearly both verbally and in writing for development, sales, clients, and third-party data providers.
  • Ability to work with engineering teams to define functional and technical solutions to business problems, including a solid understanding of data development, data modeling, and writing/reviewing technical documentation.
  • A passion for the finance and technology space, with a focus on solving complex problems in the investment management industry.
  • Experience working with financial data and concepts relevant to our clients and products is highly preferred.

  • Senior Portfolio Analyst

    1 week ago

    Alwar, Rajasthan, India beBeeAnalyst Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Unlock Portfolio PotentialWe're seeking exceptional analysts to collaborate with portfolio managers, risk managers, and CIOs. These professionals will work closely with our product, engineering, and data science teams to develop clear, actionable insights from complex financial data.Key ResponsibilitiesAnalyze portfolios to uncover alpha, beta, and...

  • Portfolio Expert

    1 day ago

    Alwar, Rajasthan, India beBeeAnalyst Full time ₹ 9,00,000 - ₹ 17,50,000

    Job OpportunityA portfolio intelligence platform seeks a skilled analyst to drive transformation in the tools institutional investors rely on.Key Responsibilities:Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics componentsAnalyze portfolio- and security-level performance, risk, and...

  • Financial Data Analyst

    3 days ago

    Alwar, Rajasthan, India beBeePortfolio Full time ₹ 13,04,000 - ₹ 15,68,000

    Job Title: Investment Portfolio AnalystWe are seeking a detail-oriented and proactive investment portfolio analyst to join our team.The primary responsibilities of this role will be to prepare and review daily, weekly, and monthly Net Asset Value (NAV) calculations for hedge fund portfolios. This includes ensuring accurate reporting and operational...

  • Finance Expert

    7 days ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Arcana is a portfolio intelligence platform. We're rethinking the tools institutional investors rely on—and we're hiring analysts who want to drive that transformation.Job DescriptionThis isn't a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science teams to shape institutional-grade financial...

  • Senior Financial Data Analyst

    7 days ago

    Alwar, Rajasthan, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Seeking a Financial Data Analyst for innovative projects involving asset management, trading, and financial technology.Job DetailsConduct data cleaning, wrangling, and pre-processing for financial datasets.Assist investment teams in equity research, fixed income research, portfolio management, and economic analysis.Apply statistical techniques to financial...

  • Investment Portfolio Analyst

    3 days ago

    Alwar, Rajasthan, India beBeeCredit Full time ₹ 6,00,000 - ₹ 12,00,000

    Job OpportunityWe are seeking a skilled and driven professional to fill the role of Fixed Income Portfolio Manager.Portfolio Analysis:Calculate Yield to Maturity (YTM) and assess returns on various fixed-income securities.Determine Present Value (PV) of securities and evaluate market pricing strategies.Compare investment options such as corporate bonds,...

  • Cloud Financial Portfolio Lead

    2 weeks ago

    Alwar, Rajasthan, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000

    Cloud Financial Portfolio LeadWe are seeking an experienced professional to lead the modernization of our cloud-based financial portfolios.The ideal candidate will have a deep understanding of cloud architecture principles, cloud deployment methodologies, and financial analysis.Strong communication skills are essential for articulating complex financial...

  • Financial Portfolio Specialist

    2 weeks ago

    Alwar, Rajasthan, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 8,00,000

    Investment Analysis RoleAbout the Internship:This is an opportunity for students to gain practical experience in investment advisory and portfolio management.As an Investment Analyst, you will work on cutting-edge projects involving investment strategies and asset allocation.You will have the chance to engage in multiple mini-projects across a large number...

  • Portfolio Manager Analyst

    7 days ago

    Alwar, Rajasthan, India beBeePortfolio Full time ₹ 16,78,912 - ₹ 23,45,678

    Job Overview\The Portfolio Management team serves as leaders and collaborators across various functional areas, working closely with stakeholders to achieve optimal portfolio performance.\We are seeking a highly motivated individual to join our team in the execution of reporting to investors, shareholders, and key stakeholders invested in single-family...

  • Financial Analyst Expert

    5 days ago

    Alwar, Rajasthan, India beBeeResearch Full time US$ 80,000 - US$ 1,20,000

    Job Overview:We are seeking a talented Research Analyst to join our team. As a key member of our organization, you will be responsible for conducting macro-research on the global economy and asset classes (Equity, Bonds, FX, Commodity).The ideal candidate will have strong financial modelling and statistical analysis skills. Familiarity with financial...