Strategic Portfolio Leader

3 days ago


Coimbatore, Tamil Nadu, India beBeeinvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Summary

The Assistant Manager is responsible for the asset management of existing funds, monitoring portfolio performance, and providing regular reports to the investment committee.

  • Asset Management: Oversee the day-to-day operations of existing funds, ensuring alignment with company goals and objectives.
  • Portfolio Monitoring: Regularly review portfolio performance, identify areas for improvement, and implement corrective actions.
  • Reporting: Prepare and present regular reports to the investment committee, highlighting key metrics and trends.
  • Financial Modeling: Develop and maintain accurate financial models, reflecting current market conditions and company strategies.
  • Investment Analysis: Assist in evaluating new investment opportunities, preparing due diligence reports, and presenting findings to the board and investment committee.

Requirements

  • CA/ CFA / MBA in Finance
  • 5-8 years of relevant experience
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
  • Strong analytical and problem-solving skills

Preferred Qualifications

  • Leadership skills and experience
  • Fluent communication - oral/written
  • Positive attitude and self-starter
  • Ability to take ownership and work collaboratively as a team player

We are looking for an experienced professional who can leverage their expertise to drive results. If you have a strong background in finance and a passion for leadership, we encourage you to apply.



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