Investment Portfolio Manager

21 hours ago

Nagpur, Maharashtra, India beBeeAdministrative Full time ₹ 6,00,000 - ₹ 10,00,000
Investment Coordinator Role

This is an exciting opportunity for a detail-oriented and proactive professional to provide critical administrative and operational support to our team.

The Investment Coordinator will be responsible for assisting with transaction closings, managing shared communications, organizing compliance documentation, and ensuring timely reporting and data collection.

Key Responsibilities:
  • Transaction & Deal Support
    • Support the NMTC Deal Lead with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
    • Help maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up to date.
    • Document transaction milestones for internal records.
  • Team Operations & Communications
    • Monitor and manage the group email inbox, ensuring timely routing and responses to incoming requests.
    • Manage reporting documents received from borrowers and organize them in SharePoint according to protocols.
    • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
    • Assist with document drafting, including cover letters, signature pages, and basic templates.
    • Participate in the assessment of policies and procedures to continually improve process efficiencies.
  • Compliance & Reporting
    • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
    • Help collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
    • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with NMTC requirements.
    • Assist with the preparation of annual investor and CDFI Fund reports.

Core Competencies Include:

  • Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with excellent attention to detail.
  • An effective communicator with the ability to be client-facing with a professional and responsive email and phone manner.
  • Proficiency in Microsoft Office (especially Outlook, Excel, Smartsheet, and Word); familiarity with file-sharing platforms preferred.
  • Eagerness to learn about community development finance, NMTC, or impact investing.

  • Investment Portfolio Strategist

    1 week ago

    Nagpur, Maharashtra, India beBeeAnalytical Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio Specialist">Develop and implement effective investment strategies to achieve optimal returns.Monitor and manage risk exposure to ensure the stability of investment portfolios.Provide regular updates and reports on portfolio performance to stakeholders.Foster strong relationships with clients to understand their financial goals and...

  • Portfolio Investment Specialist

    4 days ago

    Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 36,00,000 - ₹ 48,00,000

    Portfolio Investment SpecialistWe are seeking a highly motivated and financially skilled student for an internship role in Portfolio Management.Leverage analytical skills to learn about client interaction and investment strategies.

  • Investment Portfolio Analyst

    7 days ago

    Nagpur, Maharashtra, India beBeeInvestor Full time ₹ 3,60,000

    Capital Markets and Trading InternThis role is ideal for students or graduates in Finance, Economics, Quant, or Commerce domains who are passionate about stock markets, research-driven investing, and capital allocation.The successful candidate will assist in macro and micro-level investment research, multi-asset portfolio development, and sector-wise...

  • Distribution Director for Investment Portfolios

    4 days ago

    Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title:Distribution Leader for Investment ProductsKey Responsibilities:Drive UHNW and HNW client acquisition with tailored wealth management strategies.Promote large portfolios including PMS, AIF, bonds, mutual funds, and other investment products.Build relationships with clients, understand their financial goals, and position our offerings as optimal...

  • Strategic Portfolio Manager

    4 days ago

    Nagpur, Maharashtra, India beBeeStrategy Full time ₹ 90,00,000 - ₹ 1,80,00,000

    As a key member of the investment team, you will be responsible for managing our portfolio, identifying opportunities for growth, and making strategic investment decisions.Responsibilities:Portfolio Analysis: Conduct thorough analysis of our current investments, evaluating their performance and identifying areas for improvement.Investment Research: Conduct...

  • Investment Portfolio Specialist

    7 days ago

    Nagpur, Maharashtra, India beBeeFinance Full time ₹ 50,00,000 - ₹ 1,00,00,000

    About the OpportunityAre you a motivated and financially skilled student with an eye for banking? We are seeking a talented Fixed Income Portfolio Manager to join our team.This is an extraordinary opportunity for self-driven students who want to build a successful career in finance.Responsibilities include:Fixed Income Analysis & Valuation:Calculate Yield to...

  • Portfolio Strategist

    1 week ago

    Nagpur, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job TitleInvestment Counsellor plays a crucial role in providing personalized investment and financial planning services to clients.This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.The Investment Counsellor must have a strong...

  • Portfolio Management Analyst

    4 days ago

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

    Portfolio Management AnalystThe Portfolio Management Team seeks a highly skilled individual to play a key role in generating operational reports for Single-family Rental (SFR) portfolios.">Key responsibilities include:Maintaining and improving complex portfolio investment models, collaborating with Senior Portfolio Managers in the US.Developing and...

  • Real Estate Portfolio Manager

    4 days ago

    Nagpur, Maharashtra, India beBeeUnderwriter Full time US$ 1,27,000 - US$ 1,62,500

    Job DescriptionAs a Sr Analyst, you will play a pivotal role in our organization's Investments team, overseeing the investment strategy and asset management for our real estate portfolio.The team is responsible for identifying, underwriting, due diligence, and concession negotiation management across our new acquisition opportunities. You will work on the...

  • Financial Portfolio Manager

    2 days ago

    Nagpur, Maharashtra, India beBeeEquity Full time ₹ 1,80,000 - ₹ 2,60,000

    About This RoleThis position involves executing trades on the stock market and managing equity portfolios for clients.To succeed in this role, you will need to stay updated with financial news and contribute to the firm's investment strategies.Key Responsibilities