
Portfolio Strategist
4 days ago
The Investment Advisor role demands an experienced professional with prior experience in managing investment portfolios for private banking clients and asset management companies.
Key Responsibilities:
- Increase Assets Under Management (AUM) and drive penetration of financial products to support private bankers scale up their revenues.
- Develop tailored financial plans addressing client needs and goals, conduct regular portfolio reviews, and provide insightful recommendations.
- Support Relationship Managers (RMs) in pitch meetings and client onboarding enhancing understanding of asset classes risk metrics and market trends.
- Maintain exceptional client presentation and relationship management skills ensuring a high level of customer satisfaction.
- Possess relevant certifications such as NISM XA XB and CFA/CFP with a minimum 12 years of work experience in the BFSI sector.
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Portfolio Optimization Strategist
2 weeks ago
Bengaluru, Karnataka, India Carrin & Stone Advisory Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. Our adaptive, data-driven model portfolios span mutual funds, direct equity, smart beta, and thematic strategies, meticulously tailored to align with unique financial goals and risk...
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Lead Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeeVisionary Full time US$ 1,50,000 - US$ 2,50,000Lead Portfolio Strategist This is an exceptional opportunity to drive growth and innovation in a collaborative ecosystem.
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Portfolio Growth Strategist
4 days ago
Bengaluru, Karnataka, India beBeeStrategy Full time ₹ 1,04,000 - ₹ 1,30,878Portfolio Growth StrategistThe primary focus is to drive portfolio growth through cross-selling of financial products and services. This role requires analyzing client performance, identifying opportunities for enhancement, and developing strategies to achieve budgetary targets.Achieve Net Interest Income (NII) and fee income goals by providing expert advice...
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Senior Credit Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior Credit Portfolio Strategist Job Description: Our organization seeks a highly skilled Credit Portfolio Strategist to join our Fund Finance team in Bengaluru, India. The ideal candidate will possess strong credit analysis and portfolio management skills, with experience working with clients globally.The selected individual will work closely...
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Expert ServiceNow Portfolio Manager
7 days ago
Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000ServiceNow Strategist OpportunityWe are seeking a seasoned ServiceNow strategist with extensive expertise in portfolio management, particularly in application portfolio management and enterprise architecture.
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Capital Markets Portfolio Strategist
6 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 2,40,000 - ₹ 3,60,000Job OpportunityWe are seeking a talented individual to fill the role of Capital Markets Analyst Intern.This is an exceptional opportunity for students and graduates in finance, economics, quant or commerce domains who have a passion for stock markets, research-driven investing and capital allocation.Responsibilities:Track and analyze global equity, bond and...
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Global Market Trader and Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 3,00,000 - ₹ 37,80,000Job Title:Trading & Portfolio Management InternJob Description:As a Trading & Portfolio Management Intern, you will gain hands-on experience in analyzing and managing portfolios across global markets. You'll work closely with senior traders and strategists to learn how professional traders approach market research, risk management, and execution.Required...
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High Net Worth Portfolio Manager
1 week ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Financial Portfolio StrategistThe primary objective of the Financial Portfolio Strategist is to efficiently manage high net worth portfolios by utilizing expertise gained from previous experience in private banking or asset management.Key Responsibilities:Develop and implement tailored financial plans that address client needs and goals, and conduct regular...
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Bengaluru, Karnataka, India beBeeSustainability Full time US$ 1,75,000 - US$ 2,00,000Job Title: Global Portfolio Strategist for Sustainable InnovationsKey ResponsibilitiesDevelop and lead the global strategy for sustainable portfolio innovation.Collaborate with cross-functional teams to drive delivery of transformative projects.Aggregate and share best practices on project execution across regions.Provide insights and analysis on project...
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Portfolio Strategist
5 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 25,54,960 - ₹ 42,83,600Job Opportunity:We are seeking a seasoned investment professional to lead our portfolio management activities.About the Role:Lead portfolio management across assigned strategies, ensuring performance aligns with client mandates and investment guidelines.Collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure...