
Financial Portfolio Manager
4 days ago
We are seeking experienced professionals to join our wealth management team. As a key member, you will be responsible for acquiring and maintaining relationships with affluent and super-affluent clients.
Your primary focus will be on generating Assets Under Management (AUM) from preferred clients by advising them on their investments and managing their overall financial portfolio. You will also play a crucial role in tracking the affluent and super-affluent client segment in the market for new client acquisition opportunities.
To succeed in this role, you will require:
- A minimum of 3-5 years of work experience preferably in a Private Bank/Wealth Management set-up.
- Good tenure with stability, ideally at least 3-4 years in your present and previous companies.
- Experience handling and managing clients with a minimum investment amount of Rs.1 Cr and above.
If you have a passion for providing exceptional wealth management services and a strong track record of success, we encourage you to apply.
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Financial Analyst for Portfolio Performance
1 week ago
Dombivli, Maharashtra, India beBeePortfolio Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Arcana is a cutting-edge platform providing portfolio intelligence to institutional investors.We're seeking highly skilled analysts who can help us drive transformation in the tools they rely on.This role isn't your typical analyst position. Our team works closely with product, engineering, and data science to build robust portfolio analytics...
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Investment Portfolio Manager
4 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000Investment Finance SpecialistWe are seeking a highly skilled Investment Finance Specialist to join our team.Key Responsibilities:Analyze and interpret legal agreements to onboard clients' investment portfoliosMonitor risk and exposure of transactions, providing critical aspects to clients proactivelyCalculate and monitor covenants, concentration limits,...
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Portfolio Manager Specialist
3 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Portfolio Manager Specialist Job Description:We are seeking a skilled Portfolio Manager Specialist to join our team. As a key member of the group, you will be responsible for maintaining existing portfolio reports and creating new dashboards as required. Required Skills and Qualifications:Strong analytical and numerical skills with the ability...
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Portfolio Manager
4 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000Job Description:As a seasoned investment professional, you will be responsible for overseeing the management of investment portfolios, analyzing market trends and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client...
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High Net Worth Portfolio Manager
4 days ago
Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Overview:We seek a skilled professional to manage and plan the financial portfolios of high net worth individuals and corporate entities.Key Responsibilities:Develop personalized financial strategies tailored to clients' unique needsProvide guidance on investment solutions, including portfolio management, mutual funds, fixed income products, real estate,...
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Financial Manager
3 days ago
Dombivli, Maharashtra, India beBeeAccountant Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Job Summary:Our organization is seeking a seasoned Financial Manager to oversee daily accounting operations across various regions.Manage general ledger functions, including journal entry posting, account reconciliation, and monthly, quarterly, and yearly closing activities.Ensure accurate and timely financial reporting in compliance with US GAAP and APAC...
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Strategic Portfolio Manager
3 days ago
Dombivli, Maharashtra, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 20,00,000Job OverviewThis role involves leading a team in the development and implementation of credit underwriting policies, as well as overseeing portfolio performance monitoring and new partner integrations.Key Responsibilities:Develop and implement comprehensive underwriting policies that minimize manual intervention and automate credit assessment...
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Chief Cloud Financial Strategist
6 days ago
Dombivli, Maharashtra, India beBeeCloudFinancialManager Full time ₹ 36,00,000 - ₹ 42,00,000Job Title: Financial Cloud ManagerWe are seeking a seasoned professional to lead our financial portfolio management initiatives, driving cloud modernization and end-user deployment. The ideal candidate will possess expertise in budgeting, forecasting, and financial analysis.Your Responsibilities:Lead the modernization of cloud-based financial portfolios to...
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Senior Financial Manager
4 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000Asset Management Specialist">Asset Management: Oversee the performance of existing funds and ensure they meet their underwriting assumptions.Portfolio Monitoring: Regularly track project performance and provide updates to the investment committee.Reporting: Prepare and present regular reports to the investment committee and board.Financial Planning: Assist...
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Strategic Financial Analyst
2 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Arcana is a portfolio intelligence platform. It helps hedge funds and asset managers analyze performance and risk.Our analysts do more than just modeling and memos. They work directly with product, engineering, and data science to build financial software for institutional investors.This isn't a typical analyst role. Our analysts have more impact, ownership,...