Portfolio Investment Manager

5 days ago

Ellore, Andhra Pradesh, India beBeeInvestor Full time ₹ 15,20,923 - ₹ 20,31,219

At the heart of our investment management activities lies a team that oversees debt and equity capital, forms new ventures, acquires and disposes of assets, and manages portfolio investments.

We are expanding globally in India, with a goal of establishing a strong team that can work across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

The Portfolio Management Team sits at the center of action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products. We seek a highly motivated individual to play a key role in reporting to investors, shareholders, and key stakeholders.

The Investor Reporting Analyst will be responsible for generating operational reports for Single-family Rental portfolios, which are delivered externally to each of our institutional investors.

Key Responsibilities:

• Assist Senior Portfolio Managers in maintaining and improving complex portfolio investment and fund-level models.

• Build and maintain portfolio/financial models, including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.

• Work with managers to evaluate and clarify investor requests, offer alternative solutions, and perform deep dives into operational metrics.

• Provide guidance to team members and lead the team on complex deliverables.

• Identify opportunities to centralize, eliminate, or automate activities.

Qualifications:

• Education: MBA/CA/CFA with financial markets understanding a plus

• Experience: 4-7 years of prior experience in Financial Services and/or Real Estate firm preferred.

• Highly analytical mindset.

• Technical: Advanced skills in MS Office Excel and PowerPoint, prior experience in Tableau and SQL preferred.

Core Values:

Positive attitude, high integrity, adaptability, client-centricity, strong communication skills, self-starter personality, excellent organizational and time management skills.

  • Fresher Investment Portfolio Specialist

    4 days ago

    Ellore, Andhra Pradesh, India beBeeAnalyst Full time ₹ 4,00,000 - ₹ 8,00,000

    Investment Portfolio AnalystWe are seeking an Investment Portfolio Analyst to help us identify new investment opportunities and monitor our existing portfolio companies.Responsibilities:Financial Analysis: Conduct thorough financial analyses, develop comprehensive financial models, and conduct industry and market research to support our investment...

  • Portfolio Investment Specialist

    1 week ago

    Ellore, Andhra Pradesh, India beBeeFinance Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Fixed Income Portfolio Manager RoleJob OverviewAt our organization, we are seeking a talented and motivated student intern to fill the role of Fixed Income Portfolio Manager. This is an exceptional opportunity for a self-driven, financially skilled individual with an eye for banking.Key ResponsibilitiesThe successful candidate will be responsible for...

  • Senior Investment Manager

    4 days ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

    Strategic Investment ProfessionalWe are seeking a talented investment professional to join our team.This role will be based in Gurgaon and involves working with our investments team at Mercer. It is a hybrid role that has a requirement of working at least three days a week in the office.As a member of the Investments team, you will play a crucial role in...

  • Analytical Portfolio Specialist

    3 days ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Portfolio Researcher PositionWe seek a highly analytical and detail-oriented Portfolio Researcher with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.The ideal candidate will have a strong understanding of asset allocation models,...

  • Financial Portfolio Specialist

    2 weeks ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000

    Investment Analyst RoleAbout the OpportunityThis is a unique chance for a self-driven, financially skilled student to develop their investment advisory skills and gain practical experience in portfolio management and risk analysis.The Investment Analyst will work on cutting-edge projects involving investment strategies, client portfolio management, asset...

  • Financial Portfolio Specialist

    3 days ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 45,00,000

    Investment Analysis InternshipAbout the RoleWe seek a driven and analytical intern to work on investment advisory projects.About the Opportunity:This internship provides hands-on experience in portfolio management, risk analysis, and investment research.Key ResponsibilitiesPrimary responsibilities include:Investment Advisory & Client EngagementAnalyze market...

  • Senior Investment Analyst

    3 days ago

    Ellore, Andhra Pradesh, India beBeePortfolio Full time ₹ 14,00,000 - ₹ 15,60,000

    About the Internship OpportunityThis exciting internship is an extraordinary chance for a talented and motivated student to gain valuable experience in wealth management.Gather insights into client interaction and investment strategies.Develop pitch books and investment presentations for clients.Analyze market data to provide informed portfolio...

  • Wealth Portfolio Strategist

    5 days ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,49,95,000 - ₹ 2,09,99,900

    Wealth Management Leader">Our organization is seeking a highly skilled and experienced Wealth Manager to lead our wealth management team. As a key member of the team, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.">Key...

  • Private Markets Investment Specialist

    1 week ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    Portfolio Manager RoleAt our firm, we are advancing the investment management industry by developing innovative solutions to help clients achieve their goals. Our dynamic organization spans asset management, wealth creation, and financial innovation, offering multiple ways to support investors in reaching their objectives.Our talented teams working globally...

  • Equity Portfolio Specialist

    5 days ago

    Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 19,87,360 - ₹ 25,19,440

    Job Title: Equity AnalystDepartment: Corporate FinanceBusiness Unit: Investment ManagementDesignation: Assistant Manager / Manager Reports to: Global Head of InvestmentsJob Summary:The investment group has surplus funds that need to be deployed in an efficient manner.The dedicated investment team adheres to the investment policy and makes informed decisions...