Current jobs related to Senior Portfolio Specialist - Salem, Tamil Nadu - beBeeAssetManager

  • Senior Portfolio Risk Manager

    2 weeks ago

    Salem, Tamil Nadu, India beBeeRisk Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job Title: Senior Portfolio Risk ManagerKey Responsibilities:Assess and mitigate market, credit, operational, liquidity, and regulatory risks.Develop risk management strategies to ensure portfolio integrity and optimize returns.Key Performance Indicators (KPIs):Risk exposure reduction by at least 15% within the first six months.Improvement of risk reporting...

  • Credit Portfolio Manager

    2 weeks ago

    Salem, Tamil Nadu, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

    Portfolio Growth SpecialistKey Objectives:Coordinate daily interactions with partner teams to ensure seamless credit operations.Monitor portfolio performance and support in maintaining high-quality portfolios.Collaborate with partner teams on overdue cases, providing collection support as needed.Develop and maintain basic reporting/data for review...

  • Senior Portfolio Manager

    2 weeks ago

    Salem, Tamil Nadu, India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000

    Job OpportunityWe are seeking a skilled professional to manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions.Key ResponsibilitiesDevelop and maintain strong relationships with HNI/UHNI clients, family offices, and senior professionals to grow the client...

  • Senior Portfolio Leader

    2 weeks ago

    Salem, Tamil Nadu, India beBeeProgramManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Program Manager RoleThis strategic portfolio management position entails overseeing multiple projects from planning to delivery.

  • Strategic Portfolio Manager

    2 weeks ago

    Salem, Tamil Nadu, India beBeeInvestmentPortfolio Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Leadership Role - Portfolio ManagementThis position oversees the analysis and research of investment decisions, risk management, and portfolio monitoring for a range of clients.The successful candidate will prepare detailed performance reports for defined contribution, defined benefit, and delegated solution plans.They will analyze the performance of various...

  • Investment Portfolio Specialist

    2 weeks ago

    Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 35,00,000

    About the OpportunityThis is an exciting chance to work in a dynamic environment, contributing to the growth of a FinTech start-up.We are seeking a highly motivated student intern for a Fixed Income Portfolio Manager Role. This internship offers a unique opportunity for a self-driven, financially skilled student with an eye for banking.Responsibilities:Fixed...

  • Strategic Portfolio Investment Specialist

    2 weeks ago

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

    Portfolio Analyst PositionWe are seeking a dynamic and detail-oriented Analyst to join our portfolio research team. As a key member of our team, you will be responsible for conducting in-depth analysis of various investment products and providing actionable insights to support client portfolio construction and fund selection.Key ResponsibilitiesConduct...

  • Senior Portfolio Manager

    2 weeks ago

    Salem, Tamil Nadu, India beBeeHedgeFund Full time ₹ 7,68,000 - ₹ 15,36,000

    Job DescriptionAs a Hedge Fund Specialist, you will be responsible for ensuring the accuracy and efficiency of our hedge fund portfolios. This involves daily, weekly, and monthly Net Asset Value (NAV) calculations, Profit and Loss (P&L) reconciliation between fund administrator reports and internal records, as well as cash reconciliation across custodians,...

  • Senior Portfolio Monitoring Expert

    2 weeks ago

    Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Portfolio Monitoring ExpertAbout a global leader in knowledge processes, research, and analytics.We are working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. Our clients include 8 of the top 10 global banks, where we support product and sector teams on deal origination, execution, valuation, and...

  • Senior Digital Marketing Specialist

    2 weeks ago

    Salem, Tamil Nadu, India beBeeDigitalMarketing Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Title: Senior Digital Marketing SpecialistWe are seeking a high-achieving performance-based digital marketing specialist to oversee and optimize digital ad campaigns across various platforms.

Senior Portfolio Specialist

3 weeks ago

Salem, Tamil Nadu, India beBeeAssetManager Full time ₹ 15,00,000 - ₹ 20,00,000
Real Estate Asset Management Professional

The primary responsibility of this role is to manage the day-to-day operations of existing assets, including monitoring cash flows, tracking and analyzing asset performance, managing risk, and overseeing third-party partners.

Key Responsibilities:

  • Work closely with the client's asset management team to oversee the fund's existing assets.
  • Monitor and analyze cash flows, track and analyze asset performance, manage risk, and oversee third-party partners.
  • Collaborate with the asset management team and external business partners in the facilitation and review of performance, suggesting value enhancements where applicable.
  • Coordinate with third parties and internal teams on lender reporting, monitoring of loan covenants, and ensure compliance with credit agreements.
  • Outline key terms in credit and purchase agreements.
  • Execute and enhance operational efficiencies and information flow with both internal and external teams.
  • Manage funding and distribution activity in collaboration with internal/external teams.

Requirements:

  • Sound experience in asset management or related fields (Real Estate / Loans / Structured Products) (6-8 years).
  • Strong accounting (US GAAP & IFRS) knowledge with advanced MS Excel and MS PowerPoint skills.
  • Strong financial and analytical skills with a well-developed understanding of key investment performance drivers.
  • Strong written and verbal communication skills with meticulous attention to detail and ability to multi-task.
  • Ability to cultivate trust and build strong partnerships with different counterparts.

Advantageous Skills:

  • Knowledge of third-party databases such as Yardi, Argus, CoStar, Real Page, Bloomberg, Alteryx, Tableau, etc.
  • Hands-on experience with VBA macros.

Academic Requirements:

  • CPA/CFA/MBA or equivalent qualification in accounting & finance from a reputed institution.