Portfolio Investment Manager

4 days ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

Key Responsibilities include:

  • Become proficient in investment management and analysis.
  • Source, summarize, and disseminate real-time information across the global portfolio; work with colleagues and teams.
  • Work on valuation reports, strategy support, and quarterly reporting of assets to stakeholders.
  • Populate investor and insurance SMA reports and assist stakeholders in producing publishing material.

Essential Skills & Experience:

  • Master's degree in Finance from a reputable university.
  • Understanding of real estate and private equity business.
  • Exceptional quantitative aptitude and Microsoft Office skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Background in asset management or portfolio management is preferred.
  • Mastery of advanced Excel is essential.
  • Dynamic approach to work and proactive attitude.
  • Attention to detail, accuracy, and data validation are crucial.
  • Effective communication, interpersonal, and teamwork skills.
  • Sound judgment and discretion.
  • CFA/CAIA designation is beneficial.


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