Portfolio Financial Insights Specialist

3 days ago

Nashik, Maharashtra, India beBeeData Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Description">

As a Portfolio Data Analyst, you will play a pivotal role in supporting our client onboarding and success team. Your strong ability to analyze financial data, translate insights into actionable strategies, and effectively guide clients through our platform's features will drive their success.

The ideal candidate will have experience with data analysis, finance, and investment management. A passion for the finance and technology space, with a focus on solving complex problems in the investment management industry, is highly desirable.

You will work closely with internal stakeholders to identify new opportunities to serve clients and grow the business. The successful candidate will contribute to the evolution of our financial data solutions, ensuring our platform remains a leading integrator of market-traded and alternative asset data.

Required Skills and Qualifications">
  • ">
  • A GPA of 8.0+ and relevant academic background.
  • Data analysis experience with exposure to finance and investment management.
  • Strong communication and interpersonal skills for collaborating with vendors, clients, and internal teams.
  • Ability to communicate complex ideas, problems, and solutions clearly both verbally and in writing.
  • Experience working with financial data and concepts relevant to our clients and products is highly preferred.
Benefits">

As a Portfolio Data Analyst, you will be part of a dynamic team that collaborates closely with founders, financial analysts, product managers, and engineers. You will have the opportunity to work on high-priority projects, develop your skills, and grow your career.

The successful candidate will receive competitive compensation and benefits, including professional development opportunities and a collaborative work environment.

Others">

We are committed to creating an inclusive and diverse workplace culture. If you are passionate about finance and technology, and have a strong desire to make a meaningful impact, we encourage you to apply.

"],

  • Financial Portfolio Specialist

    2 days ago

    Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 15,00,000

    Job Description:The role of a wealth manager is to provide high net worth individuals with expert guidance on their financial portfolios.Key responsibilities include acquiring and managing clients, conducting client profiling to offer suitable investment products, analyzing client portfolios for performance and profitability, driving cross-selling efforts,...

  • Financial Portfolio Specialist

    2 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 2,40,000 - ₹ 3,60,000

    Capital Markets and Trading Internship OpportunityThis internship offers a unique chance to delve into the world of capital markets and trading. As a Capital Markets and Trading Intern, you will be responsible for assisting in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies.Key...

  • Financial Insights Specialist

    2 days ago

    Nashik, Maharashtra, India beBeeFinance Full time ₹ 17,00,000 - ₹ 28,99,999

    As a seasoned finance professional, you will play a pivotal role in driving strategic insights and financial decision-making within our organization.Key ResponsibilitiesPrepare and finalize financial statements & Management Information Systems (MIS)Support consolidation, intercompany reconciliations, and audit processesPerform variance analysis and highlight...

  • Dynamic Financial Insights Specialist

    2 days ago

    Nashik, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Financial Analyst Job Summary:We are seeking a skilled Financial Analyst to evaluate and rate financial products/services offered by UK-based institutions, providing valuable insights to customers making informed financial decisions.The role involves research, analysis, and maintaining accurate rating sheets in Google Sheets/Excel.Key...

  • Strategic Financial Insights Leader

    2 days ago

    Nashik, Maharashtra, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Title: Strategic Financial Insights LeaderKey Responsibilities:Develop and deliver actionable financial reports, leveraging data analysis to support business decisions.Collaborate with cross-functional teams to gather and validate financial and operational data from multiple business units.Design and implement dashboards for management, investors, and...

  • Financial Compliance Specialist

    4 days ago

    Nashik, Maharashtra, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 15,00,000

    **Job Title:** Financial Compliance Specialist We are seeking a detail-oriented and skilled accountant to manage our financial records and ensure compliance with accounting regulations in our office. The accountant will be responsible for preparing financial statements, maintaining accurate ledgers, handling tax matters, and providing financial insights to...

  • Portfolio Intelligence Analyst

    7 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Position SummaryA forward-deployed analyst is needed to work directly with senior stakeholders in uncovering alpha, beta and idiosyncratic drivers through the analysis of portfolios.The successful candidate will design and validate analytics that solve real institutional workflows and turn complex financial data into clear actionable insights.Key...

  • Cloud Portfolio Leader

    5 days ago

    Nashik, Maharashtra, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    As a seasoned financial services professional, you will oversee portfolio management initiatives and drive cloud modernization.Operating within an Agile Scrum framework, you will enhance portfolio efficiency, foster collaboration, and enable continuous improvement to deliver high-quality solutions.Key Responsibilities:Cloud Modernization Leadership: Lead the...

  • Portfolio Manager

    2 weeks ago

    Nashik, Maharashtra, India IndusInd Bank Full time

    Job Title - Portfolio Manager - Debit card Location - Gurgaon BU/Function - Consumer banking About the Role: This role will have responsibilities for the Debit card portfolio. These will include but not limited to manage and grow our debit card portfolio by driving card activation, managing mandate registrations, executing targeted campaigns,...

  • Data Insights Specialist

    2 days ago

    Nashik, Maharashtra, India beBeeData Full time ₹ 1,25,41,400 - ₹ 2,09,43,900

    Job Title: Data Insights SpecialistThis is a key role in our organization where you will be responsible for creating and managing reports, dashboards and data pipelines using Power BI and Azure Synapse Analytics.