
Strategic Portfolio Manager
14 hours ago
This role is ideal for a detail-oriented professional who can work collaboratively with our global Business Development teams.
- Key Responsibilities:
- Partner with global Business Development teams to prepare client presentations, pitchbooks, and review materials.
- Draft and review Requests for Proposals, Due Diligence Questionnaires, and investor information requests.
- Coordinate the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
- Support senior team members in scheduling and coordinating client meetings and investor conference calls.
- Manage consultant and sales databases, including performance data, flows, and product information.
- Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 0.6 –3 years of experience in investment management, consulting, client reporting, or financial services.
- Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is beneficial.
- Familiarity with investment concepts such as portfolio theory, asset allocation, and risk/return analysis.
- Excellent written and verbal communication skills; able to draft professional client-facing materials.
- Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
-
Portfolio Manager
6 days ago
Kota, Rajasthan, India beBeeWealthManager Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Job DescriptionAs a seasoned professional, you will play a pivotal role in managing the financial portfolios of affluent and high net worth clients. Your primary objective will be to acquire new clients and maintain strong relationships with existing ones.Key responsibilities include:Identifying and acquiring high net worth clients through strategic...
-
Strategic Portfolio Development Manager
4 days ago
Kota, Rajasthan, India beBeePortfolio Full time ₹ 14,92,000 - ₹ 19,96,000Investment Portfolio SpecialistWe are seeking a skilled Investment Portfolio Specialist to undertake research and in-depth analysis to identify new product opportunities in Emerging Markets.Identify new product/molecule opportunities across therapies in the small molecules' space based on medical and marketing feasibility.Conduct thorough analysis of...
-
Portfolio Manager
14 hours ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 19,80,000 - ₹ 23,40,000Job Title:Portfolio StrategistSeeking an experienced Portfolio Strategist to lead our wealth management team.Responsibilities:Develop and maintain client relationships to understand their investment goals and risk tolerance.Provide personalized investment advice and recommendations based on individual needs and circumstances.Manage clients' investment...
-
Strategic Portfolio Analyst
1 week ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Forward Deployed AnalystAbout the Role:We are seeking a seasoned professional to collaborate with portfolio managers, risk managers, analysts, and CIOs from leading financial institutions.The ideal candidate will possess a strong mathematical background, deep investment knowledge, and exceptional analytical, modeling, and communication...
-
Digital Cloud Portfolio Innovator
7 days ago
Kota, Rajasthan, India beBeeStrategist Full time ₹ 18,12,000 - ₹ 21,66,000Senior Financial Portfolio StrategistWe are seeking a seasoned expert to spearhead our financial portfolio management initiatives, driving strategic alignment with business goals and cloud transformation objectives.Key Responsibilities:Cloud Modernization Leadership: Develop and execute cloud-based financial portfolios to enhance scalability, security, and...
-
Crypto Portfolio Specialist
6 days ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000Job Overview:Experienced crypto traders and analysts are sought to create investment portfolios on a leading platform.This role requires a strong understanding of crypto markets and the ability to publish and manage multiple portfolios.Key Responsibilities:Publishing and managing one or more crypto investment portfolios.Providing strategic updates,...
-
Portfolio Manager
4 days ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Financial AnalystOur team seeks a highly skilled and detail-oriented Financial Analyst to join our operations. In this role, you will be responsible for analyzing and managing portfolio details of various private equity funds. Your expertise will be utilized in updating pre-defined investor-specific quarterly bespoke reporting templates.">Develop and manage...
-
Portfolio Investment Manager
3 days ago
Kota, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000Job Title: Portfolio ManagerKey Responsibilities:Manage investment portfolios to achieve optimal returns for clients.Develop and implement investment strategies in line with client objectives.Analyze market trends and make informed investment decisions.Requirements:Bachelor's degree in finance, accounting, or a related field.Professional certifications such...
-
Project Portfolio Management Specialist
14 hours ago
Kota, Rajasthan, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000Portfolio Manager PositionWe are seeking an experienced Portfolio Manager to implement, configure, and operationalize a project portfolio management system. The consultant will lead process configuration, cost control, forecasting, and EVM integrations with upstream systems, as well as build standardized reporting analytics.This role involves configuring...
-
Senior Portfolio Developer
20 hours ago
Kota, Rajasthan, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 15,00,000Key Highlights:10 years of experience in managing and growing a portfolio of corporate clients.About the RoleA seasoned professional with extensive expertise in client relationship management is required. The ideal candidate will be responsible for credit assessment, client acquisition, cross-selling financial products, and ensuring portfolio quality in the...