Professional Portfolio Manager

4 days ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Investment Analyst Position

About the Role

This is an exciting opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis. As an Investment Analyst Intern, you will engage in multiple mini-projects across various functional areas, including investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities:

  • Investment Advisory & Client Engagement:
  • Analyze and present market data insights for portfolio recommendations, assist in preparing pitch books and investment presentations for clients, and learn about client interaction and investment strategies.
  • Financial Research & Analysis:
  • Conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, and 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 create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.
  • Technical & AI-Driven Financial Tools:
  • Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and 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.

What You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Who Should Apply?

  • A student or fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

  • Portfolio Growth Manager

    3 days ago

    Cochin, Kerala, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 28,00,000

    OverviewWe are seeking a seasoned professional to manage and grow our Merchant Acquiring Portfolio.

  • Portfolio Manager

    5 days ago

    Cochin, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Portfolio Management AssociateThe selected candidate will be responsible for maintaining and enhancing portfolio details of various private equity funds, including investor-specific quarterly reporting templates.Key Responsibilities:Maintain accurate and up-to-date portfolio information of various private equity fundsCreate and manage pre-defined...

  • Portfolio Asset Manager

    6 days ago

    Cochin, Kerala, India beBeeAsset Full time ₹ 20,00,000 - ₹ 30,00,000

    Job OpportunityWe are seeking a skilled professional to join our team in a role that involves asset management and portfolio analysis. The ideal candidate will have in-depth knowledge of various asset classes, including Equity, Fixed Income, Futures & Options, ABS, and MBS.Demonstrate expertise in fund accounting and portfolio valuation concepts.Stay...

  • Senior Property Portfolio Manager

    3 days ago

    Cochin, Kerala, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Property Portfolio ManagerWe are seeking a seasoned professional to oversee the smooth operation and maximize the value of our property portfolio.About the Role:The ideal candidate will have extensive experience in managing commercial and residential properties, ensuring their upkeep, maintenance, repairs, and renovations are carried out efficiently. This...

  • Portfolio Resolutions Manager

    3 days ago

    Cochin, Kerala, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    PRM (Asset Reconstruction)Experience in Collection and tele calling activities.Oversee and Manage portfolio of distressed accounts, ensuring recovery and resolution.Ensure adherence to banking and regulatory guidelines in all assets recoveryCoordinating with various legal professionals/teamsBuilding/ Maintaining relationships with regulatory authorities/...

  • Investment Portfolio Manager

    2 days ago

    Cochin, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

    Investment OpportunityAbout this opportunity:We are seeking a skilled and ambitious individual to fill the role of Investment Analyst. As an Investment Analyst, you will have the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.This is an exciting chance for a self-driven,...

  • Fund Portfolio Manager

    7 days ago

    Cochin, Kerala, India beBeeFundAdministrator Full time US$ 1,80,000 - US$ 2,00,000

    Job Overview:A skilled Fund Administrator is needed to manage private markets solutions end-to-end, partnering with internal teams and external managers.Key Responsibilities Include:Co-managing private markets solutions in partnership with internal teams and external managers.Supporting portfolio construction and asset allocation across strategies.Partnering...

  • Crypto Investment Portfolio Manager

    7 days ago

    Cochin, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,50,00,000

    Key Highlights:This role involves managing and publishing one or more cryptocurrency investment portfolios on a leading platform.The ideal candidate will have strong knowledge of cryptocurrency markets, trading strategies, and risk management techniques.Additionally, the successful applicant should be able to provide strategic updates, rationale, and...

  • Portfolio Manager Assistant

    2 days ago

    Cochin, Kerala, India beBeeInvestment Full time ₹ 8,45,200 - ₹ 10,65,900

    Job Title: Investment Solutions SpecialistAbout Our FirmWe are a leading global investment management company that combines financial expertise, data-driven research, and technology to deliver innovative solutions for clients worldwide.Our strategies span equities, alternatives, multi-asset, and customized solutions, serving some of the world's largest...

  • Portfolio Management Investment Analyst

    2 days ago

    Cochin, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,23,45,678

    **Job Summary**We are seeking a highly skilled Portfolio Management Associate to join our team. In this role, you will assist senior portfolio managers in maintaining and improving complex portfolio investment models.You will be responsible for building and maintaining portfolio financial models, including cash flow projections, fund-level waterfalls, and...