Current jobs related to Portfolio Manager - Anantapur, Andhra Pradesh - beBeeFinancial
-
Senior Portfolio Manager
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 50,00,000Job Title: Senior Portfolio ManagerOverview:As a senior portfolio manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. Your expertise in wealth management products and personalized financial advice will help clients achieve their financial goals.Key Responsibilities:Establish trust with clients...
-
Senior Portfolio Management Specialist
2 weeks ago
Anantapur, Andhra Pradesh, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000Strategic Portfolio Management ExpertJob Overview:We seek a seasoned portfolio professional to lead the development and mentoring of graduate trainees in strategic portfolio management and project portfolio management principles, tools, and best practices.The ideal candidate will bring expertise in portfolio governance, prioritization frameworks, resource...
-
Strategic Portfolio Manager
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeWealth Full time ₹ 45,00,000 - ₹ 65,00,000Job OverviewThe Senior Vice President of Wealth Management role involves directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management solutions.
-
Senior Portfolio Manager – Hospitality
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeHospitality Full time ₹ 1,80,00,000 - ₹ 3,00,00,000Leadership Opportunity in Hospitality Asset ManagementThe role involves overseeing the performance and value of hospitality and commercial real estate portfolios, including hotels, restaurants, IT parks, and strategic land banks.Strategic foresight, financial acumen, operator management, and ownership thinking are key requirements for this position.Work...
-
Expert Project Portfolio Manager
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeProjectManagement Full time ₹ 80,00,000 - ₹ 1,50,00,000We are seeking a seasoned professional to lead the implementation, configuration and operationalization of an Enterprise Project Performance platform for project portfolio management and project controls.The consultant will oversee the setup of project processes, cost control, forecasting, EVM integrations with upstream systems and build standardized...
-
Portfolio Research Analyst
2 weeks ago
Anantapur, Andhra Pradesh, India SBNRI Full timeCompany description -SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.Role Overview:We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in...
-
Senior Portfolio Manager
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Key Leadership Role:">The Senior Programme Manager will be responsible for driving strategic planning and program management to strengthen the organization's nutrition portfolio and ensure impactful outcomes.">Responsibilities:Contribute towards reviewing and updating strategy from time to time in consultation with senior advisors and programme headsDevelop...
-
Portfolio Transformation Specialist
1 week ago
Anantapur, Andhra Pradesh, India beBeeTransformation Full time ₹ 18,00,000 - ₹ 22,00,000Portfolio Transformation SpecialistWe are seeking a highly skilled Portfolio Transformation Specialist to join our team.About the Role:Arcana transforms portfolio intelligence for hedge funds and asset managers. Our specialists drive transformation by working with product, engineering, and data science teams to build robust portfolio tools, analyze...
-
Portfolio Development Specialist
2 weeks ago
Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 12,00,000About the RoleWe're seeking a talented and motivated individual to join our team as an intern. This is a fantastic opportunity to gain practical experience in investment advisory, portfolio construction, and risk analysis.As a student or fresh graduate from any academic discipline, you will work on cutting-edge projects involving wealth management...
-
Leading Investment Portfolio Specialist
2 weeks ago
Anantapur, Andhra Pradesh, India beBeePortfolio Full time US$ 3,00,000 - US$ 50,00,000Investment Portfolio Specialist RoleWe are seeking an experienced Investment Portfolio Specialist to manage systematic investment portfolios across asset classes, with a proven track record of returns.Main Responsibilities:Own P&L responsibility and risk management for assigned portfoliosDevelop and implement quantitative strategies to achieve financial...
Portfolio Manager
3 weeks ago
Job Title: Financial Advisor
Job Summary: The financial advisor plays a crucial role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.
Key Responsibilities:
- Conduct comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.
- Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
- Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
- Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
- Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
- Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
- Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies.
- Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.
- Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
- Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.
- Work closely with other financial professionals, such as financial planners, tax advisors, and estate planners, to provide comprehensive wealth management solutions.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) preferred.
- Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
- Skills: Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products. Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
