Current jobs related to Financial Portfolio Specialist - Nashik, Maharashtra - beBeeWealthManager


  • Nashik, Maharashtra, India beBeePortfolioManagement Full time ₹ 8,00,000 - ₹ 15,00,000

    Portfolio Management SpecialistWe are seeking a detail-oriented and proactive professional to fill this position. The ideal candidate will be responsible for ensuring accurate financial reporting and operational efficiency for our hedge fund portfolios.Key Responsibilities:Prepare and review daily, weekly, and monthly financial calculations for hedge fund...


  • Nashik, Maharashtra, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

    We are seeking a seasoned professional to fill the role of Financial Portfolio Manager. This key position involves overseeing the investment portfolios of clients, providing personalized financial guidance, and helping them achieve their long-term wealth goals.This is an excellent opportunity for a skilled and detail-oriented individual who excels in...


  • Nashik, Maharashtra, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    About Corporate and Investment BankingAs a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research. We cater to top-rated investment research organizations and leading asset managers.Key Responsibilities:Involve in financial spreading on an Excel-based model or a lending...


  • Nashik, Maharashtra, India beBeeRealEstate Full time ₹ 48,00,000 - ₹ 60,00,000

    Job Title: Property Portfolio SpecialistJob Description:We are seeking an experienced professional to manage client relationships, connect with live leads, and provide tailored solutions in the real estate sector.The ideal candidate will have a strong background in sales and recruitment, with excellent communication and problem-solving skills.Key...


  • Nashik, Maharashtra, India beBeeDataScience Full time ₹ 40,00,000 - ₹ 70,00,000

    About the RoleAs a Data Specialist, you will work on cutting-edge projects involving financial data analysis.Key Responsibilities:Conduct data cleaning and pre-processing for financial datasets.Assist in equity research, fixed income research, portfolio management, and economic analysis.Apply statistical techniques to financial problems such as credit risk...


  • Nashik, Maharashtra, India beBeeAccounting Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Operations SpecialistWe are seeking an experienced and skilled Financial Operations Specialist to manage our day-to-day financial activities, maintain accurate financial records, and ensure compliance with relevant accounting standards.The ideal candidate will have a strong understanding of financial management principles, including GST and TDS....


  • Nashik, Maharashtra, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

    Job Description:We are seeking a motivated and detail-oriented Wealth Manager to join our team. This role involves working on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.As a Wealth Manager, you will engage in multiple mini-projects across a large number of functional areas. The internship is...


  • Nashik, Maharashtra, India beBeeInvestment Full time ₹ 8 - ₹ 12

    About the JobThis is a unique opportunity to work on exciting projects involving wealth management, investment analysis, and client engagement.Wealth Management & 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...


  • Nashik, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Unlock Strategic Investment OpportunitiesAs a skilled investment professional, you will play a crucial role in identifying and analyzing high-growth investments.Our MissionWith a strong background in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures, making groundbreaking innovations accessible to...


  • Nashik, Maharashtra, India beBeePortfolioResearch Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    The Portfolio Research Analyst role is a key position within our organization, requiring a highly analytical and detail-oriented professional with expertise in portfolio rebalancing.Key Responsibilities include conducting thorough analysis of portfolios and implementing rebalancing strategies, as well as performing research on investment products to inform...

Financial Portfolio Specialist

3 weeks ago


Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 15,00,000
Job Description:

The role of a wealth manager is to provide high net worth individuals with expert guidance on their financial portfolios.

Key responsibilities include acquiring and managing clients, conducting client profiling to offer suitable investment products, analyzing client portfolios for performance and profitability, driving cross-selling efforts, and supporting marketing initiatives in the corporate and high net worth individual space.