Senior Investment Portfolio Manager

23 hours ago

Gulbarga, Karnataka, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000
About the Role

We are seeking a skilled Financial Analyst to support our investment team in driving strategic decision-making.

Key Responsibilities
  • Analyze financial data to evaluate investment opportunities across various asset classes.
  • Develop and maintain complex financial models for valuation, forecasting, sensitivity, and scenario planning.
  • Publish comprehensive investment reports and presentations for senior management and the investment committee.
  • Monitor and report on portfolio performance, key metrics, and market trends.
  • Spearhead budgeting, forecasting, and capital allocation initiatives.
  • Conduct variance analysis on actual vs. forecasted results and provide actionable insights.
  • Collaborate with accounting and operations teams to ensure accurate and timely financial reporting.
  • Participate in due diligence for mergers, acquisitions, and other corporate finance transactions.
  • Mentor junior analysts and share expertise on financial modeling and analysis best practices.
  • Drive process improvements, automation, and implementation of analytical tools.
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA preferred).
  • 5–7 years of experience in financial analysis, investment research, or corporate finance, preferably in an investment company, asset management, or private equity environment.
  • Strong understanding of valuation techniques.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling tools.
  • Familiarity with Bloomberg, Capital IQ, or similar financial databases is a plus.
  • Excellent analytical, problem-solving, and presentation skills.
  • Ability to thrive in a fast-paced environment and manage multiple priorities with tight deadlines.
  • Strong communication skills and ability to collaborate with cross-functional teams.

Join us where you can work closely with a high-caliber investment team on diverse projects, gain exposure to strategic decision-making and high-impact investment deals, and be part of a culture that values innovation, professional development, and performance.

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