Senior Portfolio Strategist

1 day ago

Kolkata, West Bengal, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 25,00,000

Redefining NRI Banking Experience

At our organization, we are reimagining and building how the new-age NRI Banking should be. A team of Second-time Entrepreneurs, Bankers and growth Fanatics is working together to achieve this goal.

About the Role

We seek a highly analytical Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).

Main Responsibilities:
  • Conduct in-depth analysis of portfolios to optimize asset allocation and manage risk-adjusted returns.
  • Research and due diligence on MFs, AIFs, and PMS products to support informed investment decisions.
  • Monitor and track performance of client portfolios against benchmarks and market trends.
  • Collaborate with portfolio managers to design tailored investment strategies.
  • Prepare comprehensive research reports, presentations, and client notes.
  • Support in creating model portfolios and recommending rebalancing strategies based on market movements.
  • Maintain compliance with regulatory frameworks (SEBI guidelines, investment policies, etc.).
Requirements and Qualifications
  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • 2–5 years of experience in portfolio research, wealth management, or investment advisory.
  • Strong understanding of portfolio rebalancing techniques and asset allocation models.
  • In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
  • Excellent written and verbal communication skills with ability to present complex data simply.
Key Attributes
  • Strong analytical and problem-solving ability.
  • Detail-oriented with a client-centric mindset.
  • Ability to work in a fast-paced environment.
  • Team player with strong collaboration skills.

  • Strategic Portfolio Analyst

    7 days ago

    Kolkata, West Bengal, India beBeeInvestment Full time ₹ 3,60,000

    Portfolio Strategist Internship OpportunityPipRaisers is a research-led proprietary trading and portfolio mentorship firm. Our mission is to train the next generation of high-performance capital market professionals.Job Overview:As a Portfolio Strategist, you will assist in macro and micro-level investment research, multi-asset portfolio development, and...

  • Optimizing Portfolio Growth Opportunities

    7 days ago

    Kolkata, West Bengal, India beBeeStrategist Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Portfolio Strategist Position OverviewWe are seeking an experienced Portfolio Strategist to join our organization. The successful candidate will play a crucial role in identifying new product opportunities, analyzing market trends, and providing valuable insights to support strategic decision-making.

  • Senior Copy Strategist

    1 week ago

    Kolkata, West Bengal, India beBeeCreative Full time ₹ 70,00,000 - ₹ 1,00,00,000

    Job Title: Senior Copy StrategistWe're looking for a creative leader to drive innovative solutions for our digital and mainline campaigns. As a Senior Copy Strategist, you'll lead a team, create impactful ideas, and ensure brand voice consistency across platforms.

  • Senior Risk and Collections Strategist

    1 week ago

    Kolkata, West Bengal, India beBeeRisk Full time ₹ 45,00,000

    Leadership Position: Risk & Collections StrategistThis senior role drives global risk and collections initiatives to enhance operational efficiency, reduce delinquencies, and strengthen portfolio insights.Develops strategic frameworks for analytics and digital transformation in collectionsCrafts performance metrics to track KPIsGuides a high-performing...

  • Senior Financial Strategist

    1 week ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 4,80,000 - ₹ 9,00,000

    Job Title: Senior Financial StrategistWe are seeking a skilled and experienced Chartered Accountant to fill the role of Senior Financial Strategist in an office setting.Key Responsibilities:Manage financial records, taxation, compliance, and auditsDevelop and implement strategic financial plans and reportsProvide insights to support business growth and...

  • Senior Financial Strategist

    3 days ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Business Finance LeaderJob Title: Senior Financial Strategist Job Description: As a senior financial strategist, you will play a critical role in driving business growth and success through effective financial planning and analysis. You will work closely with cross-functional teams to develop and implement strategic plans that align with the organization's...

  • Senior Amazon Advertising Strategist

    1 week ago

    Kolkata, West Bengal, India beBeeAmazon Full time ₹ 10,00,000 - ₹ 15,00,000

    Job TitleA Senior Amazon Advertising Strategist is required to lead and execute comprehensive campaigns across multiple brands on Amazon.

  • Senior Data Strategist

    2 weeks ago

    Kolkata, West Bengal, India beBeeDataStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job SummaryAs a senior data strategist, you will be responsible for leading a team of data experts to develop innovative solutions using advanced analytics and statistical techniques. You will work closely with stakeholders to understand business needs and design data-driven solutions.Develop and maintain applications using a wide range of technologiesManage...

  • Senior Business Strategist

    1 week ago

    Kolkata, West Bengal, India beBeeBusiness Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Drive Sales Growth as a Senior Business StrategistBangalore / Hybrid (India + International Market exposure)Job Summary: We seek an experienced Senior Business Strategist to drive sales growth in India and international markets.Sales & Business Development: Identify, prospect, and build relationships with mid-market and enterprise clients.Client & Account...

  • Senior Portfolio Manager

    12 hours ago

    Kolkata, West Bengal, India beBeeProjectManagement Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title:Senior Portfolio ManagerOur team is seeking a Senior Portfolio Manager to lead our global projects and ensure successful delivery. This role will oversee multiple teams and stakeholders, develop project plans, timelines, and budgets.Key Responsibilities:Develop comprehensive project plans and collaborate with cross-functional teams to achieve...