Senior Portfolio Management Specialist

3 days ago


Pune, Maharashtra, India Ubique Systems Full time
Job Title: Senior Portfolio Management Specialist

Location: Pune, India

Job Type: Full-time

We are seeking a skilled Financial Consultant to manage investment portfolios, analyze financial data, and provide strategic insights to clients.

Key Responsibilities:

  • Analyze financial statements (Income Statements, Balance Sheets) and create detailed analytical reports.
  • Utilize iLEVEL software to manage and track investment portfolios, ensuring accurate and timely reporting.
  • Oversee Tax Guard Reports and RE tax activities for compliance.
  • Reconcile CapEx expenses and manage bank statements for accurate financial reporting.
  • Provide financial insights and strategic recommendations to clients.
  • Manage multiple projects, ensuring timely delivery and client satisfaction.
  • Mentor junior team members and contribute to business growth.

Qualifications:

  • 2+ years experience in financial analysis, reporting, and portfolio management.
  • Proficient in iLEVEL, Microsoft Excel, and financial modeling.
  • MBA or related degree in Finance.
  • Strong communication, client management, and teamwork skills.

Benefits:

  • Medical Insurance, transportation support, and opportunities for career growth and upskilling.

Estimated Salary: ₹1,200,000 - ₹1,800,000 per annum, based on industry standards and location.



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