Financial Portfolio Manager

1 day ago

Bikaner, Rajasthan, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 30,00,000
Portfolio Manager Position

We are seeking a skilled Portfolio Manager to oversee the management of various private equity funds, analyze their performance, and create detailed track records. The ideal candidate will possess a post-graduate degree in finance or a related field, along with relevant experience in financial services and excellent communication skills.

Key Responsibilities:
  • Manage portfolio details of multiple private equity funds
  • Analyze fund performance by reviewing cash flows, quarterly reports, and financial statements
  • Calculate investment data, including realized and unrealized value, gross/net multiples, and IRRs
  • Track operational KPIs and provide updates on a regular basis
  • Create and maintain accurate fund track records
  • Coordinate with different teams to obtain necessary information and communicate with clients regarding task status
Required Skills and Qualifications:
  • Post-graduate degree in finance or a related field (CFA, CA, MBA, etc.)
  • 5+ years of experience in financial services, preferably in management reporting or operational finance
  • Strong analytical and problem-solving skills, with attention to detail and emphasis on quality work product
  • Ability to prioritize tasks, manage multiple projects simultaneously, and work independently with minimal supervision
  • Excellent communication and interpersonal skills, with ability to adapt to changing situations
Benefits:
  • Competitive salary and benefits package
  • Opportunities for career growth and professional development
  • Collaborative and dynamic work environment
Others:
  • Experience with MS Office, particularly Excel and Word
  • Knowledge of financial software and systems
  • Ability to learn new skills and technologies quickly

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