Financial Portfolio Developer

1 day ago

Kottayam, Kerala, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000
Investment Opportunities

At our company, we're advancing the investment industry forward by developing new and innovative ways to help clients achieve their goals. Our dynamic team spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique.

About the Opportunity:

  • We are a collaborative team focused on delivering innovative multi-asset investment solutions.
  • The department brings together asset allocation, manager research, and implementation to deliver portfolios across public and private markets.

As an Investment Manager, you will co-manage investment solutions end-to-end in partnership with internal teams and external managers. You will support portfolio construction and asset allocation across strategies. You will partner with internal and external investment teams to select and monitor investments.

Key Responsibilities:

  • Oversight of the investment lifecycle for a variety of investment types, including primaries, secondaries, and co-investments, across private asset classes.
  • Support due diligence and manage the underwriting process for new investments.
  • Manage liquidity, capital deployment, and risk for investment solutions.
  • Monitor and report on portfolio holdings, including manager oversight.
  • Represent us in client meetings and stakeholder discussions.

What We Look For:

  • 10+ years of relevant private markets investing experience.
  • Experience managing or supporting multi-manager portfolios in private asset classes.
  • Proven record in institutional investment management and multi-asset team collaboration.
  • Experience with evergreen or semi-liquid fund structures and liquidity management.

Broad experience as an institutional allocator in private equity, credit, and real assets is preferred. Proficiency in portfolio construction, capital allocation, and risk management is also required. Understanding of infrastructure sectors and asset types, familiarity with semi-liquid fund structures, and comfort with valuation oversight, performance analytics, and reporting for private assets are highly valued.

Soft Skills

  • Excellent communication and relationship-building skills.
  • Ability to explain investment concepts to private wealth audiences.
  • Professional presence for client meetings and due diligence.
  • Integrity and professionalism in fiduciary roles.

Benefits

  • Three weeks paid time off the first year.
  • Medical, dental, and vision insurance.
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits.
  • Employee Stock Investment Program.
  • Tuition Assistance Program.
  • Purchase of company funds with no sales charge.
  • Onsite fitness center and recreation center.
  • Onsite cafeteria.

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