Current jobs related to Senior Investment Manager - Amrāvati, Maharashtra - beBeePortfolio

  • Senior Investment Leader

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 1,75,00,000

    Job SummaryWe are seeking a seasoned investment professional to join our team as a Senior Investment Manager.Key Responsibilities:Prepare and present detailed performance reports to clients, highlighting key trends and insights.Analyze investment portfolios to identify areas of improvement and optimize returns.Collaborate with clients and custodians to...

  • Senior Investment Research Specialist

    1 week ago

    Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 30,16,000

    Job Summary:We are seeking a skilled Equity Research Analyst to lead equity research projects and deliver insightful investment recommendations to global clients.The ideal candidate will have expertise in financial modeling, valuations, and investment analysis, as well as experience working on buy-side and sell-side projects.This is an excellent opportunity...

  • Senior Investment Attraction Specialist

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Title: Senior Investment Attraction SpecialistRole Overview:As a Senior Investment Attraction Specialist, you will drive investment promotion and economic development projects, acting as the strategic interface between international governments/EDOs and potential investors.You will engage C-level executives, identify new business investment...

  • Fintech Investment Professional

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment Analyst Job DescriptionWe are seeking a detail-oriented investment analyst to join our team. In this role, you will conduct financial analysis and modeling, evaluate investment opportunities, and support portfolio management.Key Responsibilities:• Conduct financial research and analysis to identify potential investments. • Develop and...

  • Client Engagement Manager – Investment Attraction

    2 weeks ago

    Amrāvati, Maharashtra, India T&A Consulting Full time

    Role OverviewAs a Client Engagement Manager, you will drive investment promotion and economic development projects, acting as the strategic interface between international governments/EDOs and potential investors (Indian companies)You will engage C-level executives, identify new business investment opportunities, and offer or client's proposition that enable...

  • Strategic Investment Leader

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestmentConsultant Full time US$ 1,75,000 - US$ 2,25,000

    Job OpportunityWe are seeking a highly motivated and experienced individual to join our organization. As a Senior Manager - Investment Consulting, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making process.Key Responsibilities:Developing asset allocation strategies for...

  • Senior Investment Portfolio Manager

    1 week ago

    Amrāvati, Maharashtra, India beBeeProjectManager Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Objective:This critical role is essential for timely and accurate project tracking, enabling informed decision-making and effective investment management.Main Responsibilities include Project Management, Data Analysis, Communication, Risk Assessment, and Learning.Project Management: Ensure projects are completed on time, within budget, and to the...

  • Senior Land Investment Specialist

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,10,00,000

    Land Investment Platform Job OpportunityWe are seeking an experienced professional to lead our land investment platform and identify high net worth investors.Key Responsibilities:Develop strategies to attract new clients with high purchasing power.Presentation of investment opportunities, addressing investor inquiries and concerns.Portfolio management for...

  • Strategic Investment Analyst

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

    Quantitative Product Specialist RoleWe are seeking a highly skilled Quantitative Product Specialist to join our investment team and contribute to the development of our global investment strategies. The successful candidate will be responsible for working with complex datasets to produce custom portfolio analysis, factor attribution, and performance...

  • Senior Investment Advisor

    2 weeks ago

    Amrāvati, Maharashtra, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

    About the Role:We are seeking a skilled Wealth Manager to excel at building relationships and closing deals.You will be the face of our personalized wealth management platform, helping clients make smarter investment decisions while growing their wealth.

Senior Investment Manager

3 weeks ago

Amrāvati, Maharashtra, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 80,00,000

Job Summary: We are seeking a highly skilled Senior Portfolio Manager to join our team. As a Senior Portfolio Manager, you will be responsible for managing the performance of various private equity funds and providing in-depth analysis on fund cash flows and quarterly/financial reports.

">
  • Key Responsibilities:
  • Manage portfolio details of various private equity funds, ensuring accuracy and timeliness.
  • Prepare pre-defined investor-specific quarterly reporting templates, highlighting key performance indicators.
  • Analyze Private Equity Funds performance by reviewing fund cash flows and quarterly/financial reports, identifying areas for improvement.
  • Calculate fund valuation data such as investment cost, realized/unrealized value, gross/net multiple, and financial KPIs like revenue, EBITDA, net debt, and valuation/leverage multiples.
  • Track operational Key Performance Indicators (KPIs) and updates on a quarterly basis, ensuring alignment with organizational goals.
  • Create/update fund track records and reconcile data using cash flow notices, maintaining data integrity.
  • Calculate fund multiples and IRRs using cash flows and perform fund analytics like attribution and value creation analysis, providing actionable insights.
  • Reconcile portfolio-level operational data including geographical presence, headquarters, and portfolio leverage, ensuring accuracy and completeness.
  • Collaborate with teams to obtain accurate information on time and communicate status with clients, fostering strong relationships.

Required Skills and Qualifications:

  • Education: Postgraduate or professional certifications like CFA, CA, MBA, CCRA, CIIA, or CAIA.
  • Experience: 1-10 years of relevant financial services experience in management reporting, operational finance, or research.
  • Technical Skills: Experience with Microsoft products like Excel, Access, and Power BI is an added advantage.
  • Personal Attributes: Strong attention to detail, ability to work independently, and emphasis on producing high-quality work products.
  • Interpersonal Skills: Ability to prioritize tasks, manage multiple projects simultaneously, and show initiative in enhancing processes or outcomes.
  • Communication Skills: Excellent communication and interpersonal skills.

Ideal Candidate Profile:

  • Solutions-Focused: The ideal candidate should be solutions-focused, able to work in unstructured environments, and willing to acknowledge unknown areas and seek assistance when needed.