Senior Investment Portfolio Specialist

3 days ago


Thiruvananthapuram, Kerala, India beBeeINVESTMENT Full time ₹ 1,90,00,000 - ₹ 2,50,00,000

We are seeking a seasoned Investment Manager to join our team in building and maintaining strong relationships with clients and lender partners.

The ideal candidate will have expertise in financial modeling, cash flow analysis, and financial statement analysis. They will also have experience in drafting client business overviews and Investment Memoranda (IMs), as well as developing and maintaining financial models.

In addition to their technical skills, the successful candidate will possess excellent communication and interpersonal skills, with the ability to collaborate effectively with internal teams and external stakeholders.

To be considered for this role, applicants should have a Bachelor's or Master's degree in Finance or a related field, with a minimum of 7 years of experience in Debt/Equity Advisory/PE/VC Investment. Preferred qualifications include an MBA/Advanced degree/CFA/CA.

Key responsibilities include:



  • Thiruvananthapuram, Kerala, India beBeeCluster Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Cluster Manager Equity BrokingAbout the RoleWe are seeking an experienced and results-driven Cluster Manager to lead our Equity Broking team. In this pivotal position, you will be responsible for managing a team of Key Account Managers and Broking Relationship Managers, driving business growth through strategic client relationships, and expanding...


  • Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 12,00,000

    About 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.


  • Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 24,50,000

    About this roleAs a Junior Analyst, you will be responsible for conducting in-depth analysis and research to identify misunderstood situations and abnormal stock movements.The ideal candidate will have a strong background in financial analysis and the ability to apply fundamental research principles to the Indian equity market.You will work closely with...


  • Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Description:Position - Senior Business AdvisorAdvising high net worth clients on equity and financial products, managing large customers with a book size of 25 lacs and above.Building strong relationships with business associates to bring in business scalability and quality servicing.Helping business associates to scale existing base and revenue through...


  • Thiruvananthapuram, Kerala, India beBeeCloudPortfolioLead Full time ₹ 2,06,51,017 - ₹ 2,51,50,969

    Cloud Portfolio LeadWe are seeking an experienced professional to lead cloud-based financial portfolio management initiatives. The ideal candidate will have a strong understanding of cloud modernization strategies and cloud architecture principles.Cloud Modernization Leadership: Lead the modernization of cloud-based financial portfolios to improve...


  • Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Portfolio Data Analyst RoleWe are seeking highly skilled professionals to fill Portfolio Data Analyst positions and collaborate effectively with cross-functional teams, including financial analysts, product managers, and engineers.This is a pivotal role in supporting client onboarding and success through the analysis of financial data, translation of...


  • Thiruvananthapuram, Kerala, India beBeeProduct Full time ₹ 9,00,000 - ₹ 15,00,000

    Senior Product Visualization SpecialistWe are seeking a talented Senior Product Visualization Specialist to join our team. As a Senior Product Visualization Specialist, you will be responsible for creating photorealistic 3D models and videos that showcase products in a compelling and engaging way.Key ResponsibilitiesDesign and model actual products in 3D...


  • Thiruvananthapuram, Kerala, India beBeeRecovery Full time ₹ 30,00,000 - ₹ 60,00,000

    We are seeking a skilled professional to drive recoveries on overdue loans with a focus on Personal Loans, Business Loans, and Auto Loan portfolios.Key Responsibilities:Contact delinquent customers via calls to follow up on overdue payments.Manage Business/Personal/Auto Loan portfolios across DPD buckets.Offer closure, settlement, or restructuring options...


  • Thiruvananthapuram, Kerala, India beBeeLeadership Full time ₹ 9,00,000 - ₹ 12,00,000

    Leadership Role - NRI DeskWe are seeking a seasoned and results-driven professional for our NRI Desk leadership position. As the successful candidate, you will be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations...


  • Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 30,000 - ₹ 50,000

    Investment Analyst Role OverviewAbout the Company:We 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:This internship is designed to provide practical exposure to investment advisory...