Portfolio Valuation Specialist

5 days ago

Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 15,00,000
Investment Analyst - Portfolio Valuation

You will be responsible for providing valuation and monitoring services for the portfolio investments of our esteemed clients. This role spans across different aspects of valuation, including initiating/maintaining financial models and preparing valuation memos across various sectors.

Key Responsibilities:

  • Performing valuation on a range of (illiquid) investments across multiple industries
  • Preparing and updating valuation models, detailed memos, and presentations
  • Independently gathering data pertinent to the investments/models
  • Addressing client queries in a clear and concise manner
  • Prioritizing and executing multiple assignments, including ad-hoc projects, within tight deadlines
  • Adhering to high-quality standards and industry best practices

Required Skills and Qualifications:

  • Sound experience in valuation and financial modelling (discounted cash flows, market multiples, market transactions) (up to 2 years)
  • Exposure to US/European primary and secondary markets
  • Strong excel modelling and analytical skills
  • High level of attention to detail
  • Ability to independently execute assignments under tight deadlines
  • Excellent verbal and written communication skills
  • Team player with a professional demeanour

Preferred Skills:

  • Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.
  • Hands-on experience on VBA macros
  • Sector knowledge - Real Estate, Shipping, Aircraft, and Oil & Gas

Academic Requirements:

  • MBA or equivalent qualification in finance from a reputed institution
  • Bachelor's degree in finance, Accounting or Economics & CFA (Level II completed)

  • Business Valuation Specialist

    2 weeks ago

    Varanasi, Uttar Pradesh, India beBeeValuation Full time ₹ 9,00,000 - ₹ 18,00,000

    Valuation AssociateBusiness valuation is a crucial process in mergers and acquisitions. At our organization, we deliver independent, fair, and transparent business valuations tailored to diverse needs. Our mission is to provide high-quality valuations that meet the requirements of various stakeholders.Key ResponsibilitiesWe are seeking a highly skilled...

  • Senior Business Valuation Specialist

    2 weeks ago

    Varanasi, Uttar Pradesh, India beBeeValuation Full time US$ 1,21,052 - US$ 1,83,816

    Business Valuation ExpertiseWe are seeking a seasoned business valuation expert to join our team and contribute their expertise to high-profile engagements for US and UK clients. This role offers an exciting opportunity to leverage your skills in financial management, tax compliance, and business consulting to drive success.In this position, you will work...

  • Project Portfolio Management Specialist

    1 week ago

    Varanasi, Uttar Pradesh, India beBeePortfolio Full time ₹ 40,00,000 - ₹ 60,00,000

    Project Portfolio Management SpecialistWe are seeking a highly skilled Project Portfolio Management Specialist to join our team. This individual will be responsible for implementing, configuring, and operationalizing EcoSys Hexagon for project portfolio management and project controls.

  • Portfolio Development Specialist

    2 weeks ago

    Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 3,60,000

    Capital Markets and Trading Intern">As a Capital Markets and Trading Intern, you will have the opportunity to gain hands-on experience in capital markets, portfolio design, and research. You will work closely with our team of institutional-style traders and portfolio strategists to develop your skills and knowledge.This role is ideal for students or...

  • Senior Data Migration Specialist

    1 week ago

    Varanasi, Uttar Pradesh, India beBeeCapital Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job TitleWe are seeking an accomplished professional with hands-on experience in capital markets and expertise in data conversion and migration processes.This role requires collaboration with subject matter experts and project teams to ensure seamless data migration while maintaining data accuracy and consistency.The ideal candidate will have a strong...

  • Strategic Portfolio Management Specialist

    7 days ago

    Varanasi, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 26,00,000

    Strategic Portfolio Management ExpertWe are seeking a seasoned professional with over 10 years of expertise in Strategic Portfolio Management, Project Portfolio Management (PPM), and portfolio governance.

  • Senior Portfolio Specialist

    7 days ago

    Varanasi, Uttar Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Expert Wealth Manager SoughtWe are searching for experienced professionals to join our team as expert wealth managers. This role is ideal for individuals who have a strong background in managing high-net-worth individuals and ultra-high-net-worth individuals.Key Responsibilities:Acquire and manage a portfolio of high-net-worth and ultra-high-net-worth...

  • Project Portfolio Management Specialist

    2 weeks ago

    Varanasi, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 18,00,000

    Job Description:We are seeking an expert to provide specialized knowledge and expertise in Oracle Fusion Cloud Project Portfolio Management.The ideal candidate will have deep understanding of Oracle Fusion Cloud Project Portfolio Management modules, including project accounting, project costing, and project contracts.Responsibilities:Serve as a subject...

  • Investment Portfolio Specialist

    1 week ago

    Varanasi, Uttar Pradesh, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 9,00,000

    About this roleWe are seeking a highly motivated and detail-oriented Financial Analyst to join our team on a self-paced internship.As a Financial Analyst, your primary responsibilities will include:Developing portfolio allocation strategies using AI-powered tools.Analyzing and presenting market data insights for investment recommendations.Conducting...

  • Senior Financial Portfolio Specialist

    7 days ago

    Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job Title: Finance Investment AnalystThis is a part-time remote contract role for an experienced Finance Investment Analyst.We seek a highly skilled professional with expertise in financial analysis and portfolio management to join our team.Key Responsibilities:Analyze annual reports and SEC documents to identify trends and patterns.Evaluate live model...