Portfolio Management Specialist

8 hours ago


Anand, Gujarat, India beBeeManagement Full time US$ 1,20,000 - US$ 1,70,000
Job Title:

Portfolio Management Specialist


About this role:

We are seeking a Portfolio Management Specialist to lead our alternative investment operations team.

  • Manage a group of portfolio managers and analysts responsible for financial accounting, tax reporting, and client services.
  • Develop the operational infrastructure on financial accounting, tax reporting, and client services.
  • Perform specific duties including accurate financial reporting of funds, sourcing of proprietary fund vendors, and ensuring operational due diligence of external investment managers.

Responsibilities include:

  1. Identify opportunities for process improvement and risk control development.
  2. Ensure effective operational due diligence of external investment managers.
  3. Oversee administration of third-party distribution of alternative investments through wealth and brokerage divisions.

Requirements:

  • 4+ years of experience in securities operations or equivalent experience demonstrated through work experience, training, military experience, or education.
  • 2+ years of leadership experience.


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