Portfolio Manager Position

1 week ago


Navi Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,50,00,000
Job Opportunity

We are seeking a dynamic professional to lead and expand our business.

  • Develop end-to-end strategies, engage clients, provide investment advice, and coordinate with internal teams.

Key Responsibilities

  • Drive advisory business for clients focusing on strategy development and portfolio performance.
  • Provide non-binding investment advice and obtain necessary approvals before executing trades through brokers.
  • Develop and refine investment strategies aligned with clients' risk profiles and portfolio objectives.
  • Interact regularly with investors to discuss strategy, market views, and portfolio performance.
  • Collaborate closely with research, operations, and trading teams to ensure efficient implementation of investment ideas.
  • Build and scale the advisory vertical by identifying opportunities and enhancing client experience.

Requirements:

  • Deep understanding of capital markets and equity strategies.
  • Prior experience in fund advisory, portfolio management, or investment strategy.
  • Excellent communication and relationship management skills.
  • Strong analytical skills with the ability to translate market insights into actionable portfolio advice.
  • CA/ CFA qualification.
  • 13-17 years of experience in fund advisory, portfolio management, or related field.


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