Strategic Portfolio Manager

1 day ago


Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 83,09,200 - ₹ 1,09,99,500
Job Profile:

We're on a mission to deliver innovative solutions for global investors. Our team combines financial expertise, data-driven insights, and technology to drive growth.

The role involves providing analytical support to serve top-tier institutional investors. You'll partner with our business development teams to prepare client presentations, pitchbooks, and review materials.

  • Draft and review proposals, questionnaires, and research requests.
  • Coordinate the distribution of research papers, event invitations, and webinar materials.
  • Support senior team members in scheduling client meetings and conference calls.

Requirements:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 0.6–3 years experience in investment management, consulting, client reporting, or financial services.
  • Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is a plus.
  • Familiarity with portfolio theory, asset allocation, and risk/return analysis.

About You:

  • Hard-working and eager to learn in a collaborative environment.
  • Self-starter with ability to work independently while coordinating with global colleagues.
  • Analytical and resourceful, with strong problem-solving skills.


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