Financial Portfolio Specialist

4 days ago


Panchkula, Haryana, India beBeeAccounting Full time ₹ 60,00,000 - ₹ 80,00,000

Job Summary:

We are seeking a skilled Financial Portfolio Specialist to maintain accurate and up-to-date accounting records, prepare reconciliations, and analyze discrepancies.

About the Role:

  • Maintain comprehensive accounting records for client portfolios
  • Prepare cash, trade, and portfolio reconciliations for client accounts
  • Analyze discrepancies and develop detailed summaries
  • Build strong relationships with clients and internal stakeholders
  • Stay informed about industry developments and best practices

Requirements:

  • Above-average MS Office skills and basic computer knowledge
  • No prior experience required; on-the-job training provided
  • Preferred qualifications: Accounting experience, finance certifications, MBA Finance
  • Excellent English communication and writing skills
  • Detailed focus and analytical thinking
  • Ability to work effectively in a team environment

Key Responsibilities:

  • Accurate record-keeping and reconciliation preparation
  • Discrepancy analysis and professional communication
  • Client and stakeholder relationship development

What We Offer:

  • A dynamic work environment with opportunities for growth
  • Ongoing training and professional development
  • A supportive team atmosphere


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