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Portfolio Manager

2 weeks ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Title: Senior Manager Finance

Role Overview:

We seek an experienced finance professional to lead our investment and portfolio management team.

The ideal candidate will have a strong background in financial analysis, capital allocation, strategic investments, and stakeholder reporting.

Key Responsibilities:

  • Evaluate investment opportunities through financial modeling, risk assessment, due diligence, and committee presentations
  • Manage and optimize investment portfolios across asset classes
  • Monitor portfolio performance, prepare dashboards, and update senior management on key metrics
  • Identify new investment opportunities and conduct feasibility studies
  • Support mergers and acquisitions transactions, including valuation, financial structuring, and integration planning

Requirements:

  • Qualified Chartered Accountant with a strong academic track record
  • Minimum 7 years of post-qualification experience in investment and portfolio management
  • Strong financial modeling and analytical skills
  • Experience in M&A, private equity, venture capital, or corporate investment roles preferred
  • Sound knowledge of accounting standards and compliance
  • Excellent communication, stakeholder management, and presentation skills