Current jobs related to Principal Investment Manager - Rajahmundry, Andhra Pradesh - beBeePortfolio


  • Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title:Equity AdvisorRole Overview:The Equity Advisor is a pivotal position in our organization, responsible for facilitating client trading activities and investment management.This role requires a strong understanding of equity broking, mutual funds, PMS, and investment products, as well as the ability to support and collaborate with partners to drive...


  • Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    About the RoleWe are seeking a seasoned Institutional Equity Sales professional to join our team.The ideal candidate will be responsible for managing client relationships, executing trades and deals, and driving revenue through idea generation, market insights, and timely execution.Responsibilities:Build and maintain strong relationships with institutional...


  • Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000

    About HDFC SecuritiesHDFC Securities is a leading financial services company that provides a wide range of investment products and services to its clients.Job Description:We are seeking a skilled professional to execute trade orders on behalf of clients, provide exceptional customer service, build strong relationships with clients, and educate them about...


  • Rajahmundry, Andhra Pradesh, India beBeeTreasury Full time

    Job DescriptionTreasury professionals play a vital role in managing an organization's cash flow, ensuring timely interest and principal repayments for project loans, and optimizing fund utilization. This role will focus on daily cash management, debt servicing, banking operations, LC & BG issuance, forex management, and supporting project finance and...


  • Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio Manager Job OverviewWe are seeking an experienced Portfolio Management Professional to manage clients' investment portfolios and provide personalized advice.Main Responsibilities:Develop and maintain strong relationships with clients to understand their investment goals and risk tolerance.Offer tailored investment advice and...


  • Rajahmundry, Andhra Pradesh, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 2,50,00,000

    Strategic Investor in Breakthrough Health TechAt 4point0, we're pioneering investors in innovative health-tech startups poised to revolutionize the status quo.Our Investment Expertise drives business growth through strategic partnerships and invaluable support to young ventures.Analyze Investments utilizing financial modeling, portfolio management...


  • Rajahmundry, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 20,00,000 - ₹ 25,00,000

    Portfolio Manager Job DescriptionAbout the RoleWe are seeking a skilled student intern to join our portfolio management team.This is an extraordinary opportunity for a self-driven student with an eye for investment analysis and advisory.Key ResponsibilitiesAs a Wealth Manager, you will work on cutting-edge projects involving:Investment advisory, portfolio...


  • Rajahmundry, Andhra Pradesh, India beBeeAccounting Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Key Highlights:A seasoned accounting professional with 9+ years of experience in US accounting, specifically in investment and general ledger accounting.About the RoleThe Investment Accounting Manager will play a critical role in ensuring accurate investment accounting and providing support to staff on complex entries and reconciliations. This position...


  • Rajahmundry, Andhra Pradesh, India beBeeEntrepreneurial Full time ₹ 18,00,000 - ₹ 28,00,000

    As a Venture Capital Associate, you will be part of a core team working under the Managing Director.Job OverviewThis is a deal-making role where you will identify potential investments, structure deals, and close transactions. You will also evaluate business models, conduct financial analysis, and support due diligence.Key ResponsibilitiesDeal Sourcing:...


  • Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Role OverviewThe successful candidate will be responsible for managing the company's equity investments and achieving targeted returns on investment.Analyzing financial statements, examining market trends, and developing comprehensive investment strategies is a core aspect of this role.Expertise in financial modeling, portfolio management, and data analysis...

Principal Investment Manager

3 weeks ago


Rajahmundry, Andhra Pradesh, India beBeePortfolio Full time ₹ 80,00,000 - ₹ 1,50,00,000
Senior Portfolio Manager

As a seasoned professional, you will play a key role in the growth and success of our organization. We are seeking an experienced portfolio manager to oversee the management of our existing fund, ensuring its optimal performance and return on investment.

The ideal candidate will have a strong background in asset management, with experience in tracking project performance, monitoring financial models, and preparing reports for investment committees.

Key Responsibilities:

  • Asset management and optimization of existing Fund
  • Regular portfolio performance monitoring and reporting to investment committee
  • Tracking project performance against underwriting assumptions and updating financial models
  • Preparation of approval papers for Board presentation
  • Input in annual budget and forecast preparation
  • Support in raising new Pvt Fund through financial model and presentation preparation
  • Drafting investment committee papers for presenting investment opportunities to the board and committee
  • Management report and Board material preparation for presentation to the board and committee

Requirements:

  • CA/ CFA / MBA in Finance
  • 5-8 years of relevant experience
  • Excellent communication and leadership skills
  • Fluent oral/written communication
  • Positive attitude and self-starter
  • Ownership, team player, problem-solving skills
  • Good presentation, analytical, and networking skills
  • Pressure and time management

Join us as we continue to grow and expand our presence in various markets. Apply now to take on this exciting opportunity