Portfolio Performance Manager

4 days ago

Thrissur, Kerala, India beBeeAssetManagement Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Opportunity

We are seeking a highly skilled professional to join our organization in India.

Key Responsibilities:

  • Maintaining existing Power BI reports and creating new dashboards as required, utilizing various data sources.
  • Participating in the preparation of quarterly meetings, coordinating with various entities, including Accounting, Treasury, Compliance, Risks, and business lines.
  • Steering the management of prudential regulatory liquidity ratios, ensuring compliance with both local and global requirements.
  • Conducting ad-hoc data analysis on the balance sheet and synthesizing insights to support decision-making.
  • Updating policies and procedures in alignment with organizational directives.

Required Skills:

  • Strong analytical and numerical skills with the ability to synthesize complex data into meaningful reports for liquidity monitoring.
  • Excellent oral and written communication skills, capable of presenting information clearly and effectively.
  • Knowledge of the CIB balance sheet and regulatory ratios to support informed decision-making.
  • Proficiency in Microsoft Office and Power BI; familiarity with Alteryx is a plus.
  • Self-motivated team player characteristics with strong interpersonal skills and a customer service orientation.

Experience:

  • A minimum of 5 years of overall experience in the banking or financial sector, specifically in Asset and Liability Management, financial analysis, or related fields.
  • Experience working with Power BI, MS Office, and conducting data analysis; familiarity with programming languages such as VBA, DAX, and SQL is advantageous.
  • Proven ability to work with large datasets and various data sources to derive actionable insights.

Why You'll Thrive Here:

  • Delivering Results Quickly and Effectively: We aim to do things right the first time so that we can achieve better results faster than others in our industry.
  • Embracing New Technology: We stay updated with the latest technology trends to innovate and improve our services. This helps our organization grow while also reducing risks and enhancing the experience for our clients.
  • Supporting Our Employees: We focus on creating a healthy, inclusive, and competitive work environment. This ensures that our employees are challenged and engaged in their work.
  • Building Strong Partnerships: We connect with talented people in India and build strong business relationships.

Our Culture:

  • Our employee policies and benefits are top-notch.
  • Enjoy 24/7 mental health support to ensure you have access to help whenever you need it.
  • Our LGBT+ inclusion program is robust, offering apprenticeships, competitive compensation, and tailored learning paths.
  • And the results speak for themselves: a remarkable 92% employee engagement score and a voluntary attrition rate of just 4.83%, well below the industry average
],

  • Portfolio Manager

    4 days ago

    Thrissur, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Portfolio Manager RoleWe are seeking a skilled Portfolio Manager to join our team. In this position, you will be responsible for overseeing the performance of various private equity funds.Oversee portfolio details of private equity funds.Update and manage quarterly reporting templates for investors.Analyze fund performance using cash flow statements and...

  • Portfolio Manager

    5 days ago

    Thrissur, Kerala, India beBeeFinance Full time ₹ 15,00,000 - ₹ 18,00,000

    Investment Portfolio SpecialistThis role is for an Investment Portfolio Specialist who will work closely with clients to understand their investment needs in the structured finance space. The ideal candidate will have a strong understanding of financial and accounting concepts, as well as proficiency in financial modeling using MS Excel.Key...

  • Ecosys Portfolio Manager

    15 hours ago

    Thrissur, Kerala, India beBeeEcosys Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Deliver cutting-edge project portfolio management and project controls solutions for clients across PAN INDIA using EcoSys, a powerful Enterprise Project Performance platform.The ideal candidate will lead portfolio process configuration, cost control forecasting, EVM integrations with upstream systems, and build standardized reporting analytics. They will...

  • Financial Portfolio Manager

    4 days ago

    Thrissur, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000

    Job DescriptionAs a seasoned wealth professional, you will be responsible for managing high net worth clients and delivering exceptional service.You will conduct thorough client profiling to provide tailored investment solutions, including debt, equity, mutual funds, structured products, and real estate.Portfolio management is key to driving revenue growth,...

  • Portfolio Management Specialist

    15 hours ago

    Thrissur, Kerala, India beBeeInvestment Full time US$ 1,10,000 - US$ 1,40,000

    Portfolio Management SpecialistThe Merchant Banking business unit oversees investment management activities, including the raising of new debt and equity capital, formation of new ventures, strategic acquisition and disposition of assets, and management of investments.Collaboration occurs with other business units as part of a fully integrated platform.Role...

  • Strategic Portfolio Manager

    5 days ago

    Thrissur, Kerala, India beBeeCommercial Full time ₹ 7,20,000 - ₹ 9,60,000

    Key Position: Commercial Real Estate Asset ManagerWe are seeking an accomplished professional with extensive Yardi expertise to contribute significantly to the performance and success of our residential and commercial real estate portfolio.">Responsibilities:The ideal candidate will be responsible for managing a diverse range of properties, optimizing their...

  • Asset Portfolio Manager

    5 days ago

    Thrissur, Kerala, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Key Responsibilities:Regularly monitor portfolio performance and provide timely reports to the investment committee.Track project performance against underwriting assumptions and update financial models accordingly.Prepare approval papers for the Board of Directors, ensuring all necessary information is included.Assist in the preparation of annual budgets...

  • Chief Liability Portfolio Manager

    7 days ago

    Thrissur, Kerala, India beBeeRetailLiabilities Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Overview:Lead the development of strategies to expand the bank's retail liabilities portfolio.Drive business growth through effective management and oversight of retail liabilities targets.Utilize expertise in liability portfolio development to achieve high-quality outcomes in a dynamic banking environment.Exhibit in-depth knowledge of retail...

  • Real Estate Portfolio Manager

    5 days ago

    Thrissur, Kerala, India beBeePortfolio Full time ₹ 7,20,000 - ₹ 9,60,000

    Job Title:Commercial Real Estate Portfolio ManagerWe are seeking a seasoned commercial real estate portfolio manager to oversee the day-to-day operations of our real estate portfolio. This includes managing office buildings, retail centers, industrial properties, and other commercial assets.Main Responsibilities:Asset Management: Coordinate and monitor...

  • Financial Portfolio Director

    7 days ago

    Thrissur, Kerala, India beBeeProject Full time ₹ 1,54,80,000 - ₹ 2,02,50,000

    Job OverviewWe are seeking a seasoned Lead Project Manager to oversee the strategic direction and execution of our financial portfolio management initiatives.This pivotal position will lead cloud modernization, cloud architecture, and end user deployment projects, focusing on scalability, security, and cost-efficiency. The successful candidate will drive...