Finance Specialist

2 weeks ago

Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

About this Opportunity

We are seeking a talented and motivated student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.

You will have the opportunity to engage in multiple mini-projects across various functional areas and gain practical exposure to investment advisory simulation.

Key Responsibilities

As part of this internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation.

  • Investment Advisory & Client Engagement
    • Learn about client interaction and investment strategies.
    • Assist in preparing pitch books and investment presentations for clients.
    • Analyze and present market data insights for portfolio recommendations.
    • Participate in mock client meetings to develop communication skills.
  • Financial Research & Analysis
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management
    • Develop portfolio allocation strategies.
    • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioral biases.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs, etc. with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

  • Part-time Remote Finance Investment Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Finance Investment SpecialistThis is a part-time remote position for a Finance Investment Analyst.The ideal candidate should have 8+ years of experience in US Finance Markets, with expertise in analyzing annual reports and SEC documents.

  • Financing Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 2,10,00,000

    DeepTech investment analysis requires a unique blend of technical expertise and financial acumen.A successful candidate will have a strong foundation in science, engineering, finance, economics, or business; dual exposure such as engineering and an MBA/finance degree is highly desirable.The ideal candidate will possess:Strong analytical, research, and...

  • Finance Transformation Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeTransformation Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Drive Finance Transformation and Shared Services ExcellenceAchieving seamless transitions of finance functions into shared services is crucial for business success. As a seasoned Transition & Transformation Manager, you will play a pivotal role in leading complex transformations.Key Responsibilities:Design and implement end-to-end transition strategies for...

  • SAP Finance Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeFinance Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Description:Seeking a seasoned professional to drive SAP Finance Control Consultant projects forward. As an expert in SAP Financial Accounting and Controlling, you will be responsible for implementing, converting, and supporting SAP Financials.Required Skills and Qualifications:5+ years of experience in SAP FICO project implementation3+ years of domain...

  • Financial Data Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 8,00,000

    Job Title: Financial Data SpecialistWe are seeking an experienced professional to assume the role of Financial Data Specialist. This position is responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and utilizing accounting software for data entry.The ideal candidate will possess strong skills in Tally and...

  • Finance Taxation Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeLeadership Full time ₹ 10,00,000 - ₹ 18,00,000

    Assistant ManagerWe are seeking a highly skilled Assistant Manager to join our organization.Job Description:A seasoned professional with a strong background in finance and taxation, proficient in SAP S4 Hana, Direct Tax (DT), Indirect Tax (IDT), accounting principles, and financial reporting. Strong analytical skills with experience in tax audits, statutory...

  • Corporate Tax Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeTax Full time ₹ 7,50,000 - ₹ 12,15,000

    Corporate Tax SpecialistWe are seeking a skilled Corporate Tax Specialist to join our team.The ideal candidate will have expertise in tax compliance, tax preparation, and tax law. They will be responsible for preparing and reviewing tax returns, ensuring compliance with tax regulations, and providing guidance on tax-related matters.To succeed in this role,...

  • Debt Syndication Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeDebtSyndication Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Debt Syndication SpecialistAbout the Role:This specialist will lead our debt syndication activities, working closely with banks and financial institutions to secure funding for clients.Manage the end-to-end process of debt syndication, structuring loan proposals and negotiating with lenders.Advise clients on accessing government schemes for SMEs/MSMEs,...

  • Business Finance Specialist

    1 week ago

    Jamnagar, Gujarat, India beBeeStrategic Full time US$ 8,00,000 - US$ 17,00,000

    Job Summary">As a Senior Finance Associate, you will play a pivotal role in delivering insightful financial analysis to support business decisions.Key Responsibilities:">Financial Analysis and Insight: Develop and deliver comprehensive financial analyses to inform strategic business decisions.Forecasting and Budgeting Expertise: Forecast, budget, and report...

  • Career Opportunities: Value Chain Specialist

    2 weeks ago

    Jamnagar, Gujarat, India beBeeValueChain Full time ₹ 17,50,000 - ₹ 25,00,000

    Business Growth SpecialistThe role of a Business Growth Specialist is pivotal in designing and implementing strategies to enhance the value chain. This includes developing business models, fostering market linkages, and facilitating access to finance.This position emphasizes collaboration with private sector actors and supporting sustainable, community-led...