Senior Investment Portfolio Manager

5 days ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Investment Product Specialist Job Description

Curate and manage a suite of investment products, including mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments.

  • Analyze and shortlist product ideas for approval and execution in an Investment Committee framework.
  • Build portfolios for clients using tools & databases, create client portfolio proposals and pitch presentations, assist with client portfolio monitoring & rebalancing.
  • Collaborate with internal stakeholders to ensure seamless product implementation.
  • Evaluate the performance of investment products and suggest refinements.
Required Skills and Qualifications:
  • Strong understanding of financial markets.
  • Excellent analytical and problem-solving skills.
  • Ability to work effectively in a team environment.
  • Strong communication and interpersonal skills.
  • Knowledge of regulatory guidelines and compliance requirements.
Benefits of this Role:

This role offers a challenging and rewarding career path for those who are passionate about investment products and financial markets.

You will have the opportunity to work on a variety of projects and contribute to the growth and success of the organization.



  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

    Job Title: Senior Portfolio ManagerWe are seeking an experienced professional to lead our brokerage business. As a senior portfolio manager, you will be responsible for building relationships with high net worth individual (HNI) and ultra high net worth individual (UHNI) clients, understanding their financial goals and risk tolerance, and providing tailored...


  • Mumbai, Maharashtra, India beBeePortfolio Full time US$ 10,00,000 - US$ 17,50,000

    Investment Portfolio Specialist RoleWe are seeking an experienced Investment Portfolio Specialist to join our team in a critical role that involves developing and managing investment portfolios for our clients.The ideal candidate will have a strong background in portfolio management, including expertise in selecting appropriate investment vehicles, such as...


  • Mumbai, Maharashtra, India beBeeFundManager Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Job DescriptionAs a senior investment professional, you will oversee the administrative oversight of a funds portfolio.Key responsibilities include updating shareholders registers for investment funds, collecting subscription documents and KYC documents from new investors, liaising with compliance departments regarding investor acceptance processes,...

  • Portfolio Manager

    5 days ago


    Mumbai, Maharashtra, India beBeeExpertise Full time ₹ 15,00,000 - ₹ 22,00,000

    Investment Product Specialist Job Summary:This is a critical role that requires expertise in investment products and regulatory compliance. The successful candidate will be responsible for managing a suite of investment products, analyzing market trends, and providing recommendations to clients.Key Responsibilities:Curate and manage a suite of investment...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Unlock New OpportunitiesAs a career professional, you're likely looking for a role that will unlock new doors and provide you with the chance to grow. In our Portfolio Management Services (PMS) team, we cater to high net worth individuals, offering them expert investment advice and management.The ideal candidate will have a sound understanding of equity...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 90,00,000

    Investment Analyst PositionWe are seeking an Investment Analyst to join our team. As an Investment Analyst, you will be responsible for working on cutting-edge projects involving investment advisory, portfolio management, and risk profiling.Main Responsibilities:Investment Advisory & Client Engagement:Analyze and present market data insights for portfolio...


  • Mumbai, Maharashtra, India beBeeFundManager Full time ₹ 93,30,000 - ₹ 1,33,71,000

    Lead Portfolio ManagerAs a seasoned investment expert, you will lead our equity fund management team in designing and implementing value-oriented investment strategies with a proven track record of delivering long-term compounding and risk-adjusted returns.Key responsibilities include:Investment Strategy & Portfolio Management: Develop and manage...


  • Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 8,00,000

    Job SummaryThe Amherst Merchant Banking business unit oversees investment management activities, including debt and equity capital raising, new venture formation, home acquisition, disposition, and portfolio investment management. The Merchant Banking division collaborates closely with other Amherst business units within a fully integrated platform.A highly...


  • Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Opportunity: Senior Portfolio ManagerWe are seeking a seasoned professional to manage high net worth and ultra-high net worth individual portfolios, providing bespoke investment, wealth planning, and estate structuring solutions.Key Responsibilities:Lead a team of private bankers and relationship managers to drive performance and client...


  • Mumbai, Maharashtra, India beBeeRisk Full time ₹ 60,00,000 - ₹ 80,00,000

    Investment OpportunityThis is a chance to work with a FinTech start-up developing innovative AI tools.Key Responsibilities:Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Financial Research & AnalysisConduct fundamental and technical analysis of equities and...