Portfolio Management Professional

5 days ago


Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 18,50,000 - ₹ 23,50,000
Senior Manager Position

This is a senior-level role that involves overseeing multiple portfolios and analyzing investment data to provide insights to clients.

The successful candidate will have experience in finance, accounting, economics, or mathematics, and will be able to communicate complex information effectively.

Key Responsibilities:
  • Prepare regular performance reports for clients.
  • Analyze financial data and provide recommendations to improve portfolio performance.
  • Manage client relationships and ensure seamless transitions and ramp-ups.
  • Mentor and lead a team of analysts to foster growth and development.
  • Drive process improvements and ensure compliance with internal and client policies.
Requirements:
  • Minimum 8+ years of relevant experience in finance, accounting, economics, or mathematics.
  • Graduate degree (B.com, BBA, or equivalent) or Master's degree in finance, with a preference for progress towards CFA and CIPM.
  • Strong understanding and proper usage of investment-related terminology in written and verbal communication.
  • Proficiency in MS Office applications (MS-Excel, MS-Word, PowerPoint).
  • Problem-solving skills and attention to detail.


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