
Senior Investment Portfolio Specialist
4 days ago
We are seeking a skilled Financial Services Professional with expertise in portfolio management, mutual funds, and alternative investment funds to fill a key role within our organization.
The ideal candidate will possess a proactive approach to wealth creation, excellent communication and client management skills, and a strong understanding of investment strategies.
Key Responsibilities:- Identify customer needs and assess their risk appetite to provide tailored investment options.
- Responsible for primarily selling equity-based investment products, including investment advisory and portfolio management services.
This position requires a minimum of 23 years of relevant experience in PMS, mutual funds, and AIF, as well as a bachelor's degree in a related field.
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Equity Advisor
4 weeks ago
Delhi, Delhi, India INVESTMENT SOLUTIONS HUB Full timeWe are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...
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Senior Investment Specialist
2 weeks ago
Delhi, Delhi, India beBeeInvestment Full time US$ 1,20,000 - US$ 1,60,000Job Title: Investment Operations SpecialistJob Summary:We are seeking a highly skilled Investment Operations Specialist to join our team. This role will be based in Mumbai and will involve working closely with colleagues in other locations.Key Responsibilities:Act as lead specialist for the Mumbai team to support their day-to-day responsibilities.Liaise with...
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Private Equity Investment Specialist
3 days ago
Delhi, Delhi, India beBeeInvestment Full time US$ 18,000About the RoleThis is an exciting opportunity to join our investment team as a Private Equity Associate.You will play a critical part in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.Key responsibilities include:Evaluating investment proposals and conducting due diligenceDeveloping detailed financial models,...
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Diversified Portfolio Leader
7 days ago
Delhi, Delhi, India beBeeInvestor Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Senior Financial ManagerWe are seeking a seasoned senior financial manager to lead our family office in managing our diversified portfolio.The ideal candidate will have a strong background in finance, investment management and financial analysis. They will be responsible for conducting equity research, executing put option orders, facilitating...
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Market Investment Leader
4 days ago
Delhi, Delhi, India beBeeStrategist Full time ₹ 1,99,99,999 - ₹ 2,99,99,999Public Markets StrategistAs a seasoned investment professional, you will have the opportunity to drive end-to-end investment strategy and execution for our public equities portfolio.About Our PortfolioOur public equities portfolio is designed to provide long-term value creation through a multi-asset investment approach. With a sizable allocation to listed...
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Senior Portfolio Strategist
2 days ago
Delhi, Delhi, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 25,00,000Senior Research Analyst Job DescriptionWe are seeking an experienced research analyst to join our team. The successful candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds.Main ResponsibilitiesTrack, analyze, and evaluate the performance of mutual funds, PMS, and AIF...
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Senior Portfolio Specialist
7 days ago
Delhi, Delhi, India beBeePortfolio Full time ₹ 9,00,000 - ₹ 12,00,000Job DescriptionWe are seeking a highly skilled Senior Portfolio Specialist to manage and maintain our clients' salary accounts portfolio. As a key member of our team, you will be responsible for ensuring the smooth operation of our customers' accounts, providing exceptional service, and driving business growth.Manage and maintain a defined portfolio of...
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Investment Opportunities Manager
6 days ago
Delhi, Delhi, India beBeeInvestment Full time US$ 18,000Private Equity Investment Associate RoleOur organization seeks a detail-oriented and highly motivated Private Equity Associate with 3+ years of experience in private equity, investment banking, or financial advisory. This Associate will play a crucial role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.Key...
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Financial Portfolio Specialist
2 weeks ago
Delhi, Delhi, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 10,00,000Job OverviewWe are seeking a skilled financial analyst to join our wealth management team.The ideal candidate will have prior experience in managing client portfolios and conducting research on investment products.Key ResponsibilitiesDevelop comprehensive financial plans tailored to client goals, risk profiles, and investment preferences.Support portfolio...
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Senior Investment Product Specialist
2 weeks ago
Delhi, Delhi, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000**Role Overview**We are seeking a seasoned professional to cater to the sophisticated investment needs of mass affluent clients. The ideal candidate will provide tailored wealth advice and drive significant asset under management (AUM) and investor acquisition targets.Key Responsibilities:Recommend products such as Mutual Funds (MF), Portfolio Management...