Portfolio Investment Specialist

18 hours ago


Alleppey, Kerala, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000
Job Title: Portfolio Investment Specialist

We are seeking a highly analytical and detail-oriented investment professional to lead our portfolio research efforts. The ideal candidate will have strong expertise in portfolio rebalancing, deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.

Key Responsibilities:
  • Conduct thorough analysis and optimize asset allocation to manage risk-adjusted returns.
  • Perform in-depth research and due diligence on various investment products to support informed investment decisions.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with investment managers to design customized investment strategies.
  • Prepare comprehensive investment research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Ensure adherence to regulatory frameworks and industry guidelines.
  • Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely insights.
Requirements:
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with ability to present complex data simply.


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 17,25,000 - ₹ 24,12,500

    Job Title: Investment Portfolio ManagerWe are seeking an experienced wealth manager to lead our investment portfolio management team.Responsibilities:Client Relationship ManagementDevelop and maintain relationships with clients to understand their investment goals and risk tolerance, providing personalized investment advice and recommendations based on their...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 12,000 - ₹ 15,000

    Investment Analyst Role">About the OpportunityWe are seeking a talented and motivated student intern for an Investment Analyst role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.About the Internship:As an Investment Analyst, you will work on cutting-edge projects involving investment...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    About 4point0 Health Ventures, we're dedicated to identifying and investing in innovative health-tech startups on the cusp of breakthroughs.With a deep understanding of healthcare operations, pharmaceuticals, and entrepreneurship, our team brings strategic value to young ventures.We're looking for a skilled Investment Analyst to join our team.The successful...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Portfolio Management RoleThe Merchant Banking business unit oversees investment management activities for the organization, including debt and equity capital raising, venture formation, strategic acquisitions, and portfolio investment management.This role sits at the center of the action, serving as leaders and collaborators with every function that serves...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 28,00,000

    Early Stage Investment Manager Renate Capital Fund I is a Category II AIF Venture Capital Fund that invests in revenue-positive Indian startups solving core Indian problems. We invest larger cheques and take controlling/major stakes in startups raising Seed Rounds, targeting disciplined 18–24 month exits with 3x returns. Role Overview You will be part of...


  • Alleppey, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 30,00,000

    Investment Opportunities SpecialistWe are seeking a highly skilled Investment Opportunities Specialist to join our team. The successful candidate will be responsible for analyzing and evaluating various investment opportunities, conducting thorough due diligence, and presenting findings to the investment committee.About the Role:Conduct in-depth analysis of...

  • Portfolio Strategist

    2 weeks ago


    Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Investment Portfolio Analyst Role OverviewThis is an exciting opportunity for a skilled Investment Portfolio Analyst to join our team. As a key member of the portfolio intelligence group, you will be responsible for building robust tools and analytics components to support institutional investors.The ideal candidate will have 1–3 years of experience in a...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Strategic Partnership Development SpecialistAt our organization, we are a leading structured land investment platform.We specialize in delivering high-yield, legally robust land investments with strategic foresight. Our expertise has enabled us to complete over 1000 successful deals.Daily Responsibilities:Developing and executing strategies to identify and...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 24,00,000

    Investment Analyst Job DescriptionAbout the RoleWe are seeking a talented and motivated student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. As an Investment Analyst, you will have the opportunity to engage in multiple mini-projects across a large number of functional...


  • Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Financial Advisor RoleThe Financial Advisor plays a vital role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key Responsibilities:Client...