Investment Team Lead

3 days ago

Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,60,00,000
Senior Investment Expert

Job Overview:

This is a hybrid role that requires working at least three days a week in the office.

The successful candidate will be responsible for supporting the day-to-day responsibilities of the Mumbai team, liaising with external stakeholders, developing and driving process improvement initiatives, and playing an important role in a new team.

Key Responsibilities:

  • Act as senior expert for the Mumbai team to support their day-to-day responsibilities.
  • Liaise with external stakeholders such as fund administrators, investment managers, and auditors.
  • Develop and drive process improvement initiatives to enhance quality and efficiency.
  • Play an important role in a new team, working closely with colleagues in other locations.
  • Review financial statements and fund reports.
  • Execute investor capital calls and distributions.
  • Support the audit of the funds.
  • Knowledge of fund structures and portfolio solutions to support Mumbai team members day-to-day in query resolution & task delivery.
  • Have a strong risk focus with emphasis on building processes that are controlled and an oversight model that is proactive and robust.
  • Ensure accurate and up-to-date maintenance of supporting procedures and be responsible for on-boarding and refresher training for team members.
  • Be able to research Investment Regulations and Fund Structures, interpret key points as they apply to the business, and summarise in a clear and succinct manner to aid training and development of team.
  • Be able to cover work items for team members during times of absence.
  • Challenge and encourage team to challenge existing processes to always ensure value add and to remove any inefficiencies in processes.
  • Lead all reporting (including but not limited to regulatory and expense reporting), regulator filings, and oversight responsibilities of the various teams while ensuring compliance deadlines and internal SLAs are met 100%.
  • Ensure sufficient scrutiny and reconciliation of service provider calculations as part of oversight processes to identify issues and errors.
  • Support the NAV monitoring process for the Dublin team.
  • Support exception reporting for cash breaks, position breaks, pricing, trade settlements etc.
  • Support the Financial Statement audit process.
  • Monitor delivery timelines and ensure deadlines being met.
  • Execute and oversee the responsibilities of the teams in line with SLAs and agreed KPIs.
  • Support the advancement of our Operating Model as we adapt to the needs of new client types.

Benefits:

  • A dynamic and supportive team environment
  • Opportunities for professional growth and development
  • A competitive compensation package

  • Investment Promotion Executive

    3 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 18,00,000

    Job Opportunity: Investment Promotion ExecutiveWe are seeking an experienced professional to lead our investment promotion efforts. The ideal candidate will have a strong background in government services and experience in attracting domestic and foreign investments.Key Responsibilities:Develop strategic plans to attract investments across key...

  • Senior Investment Professional

    3 days ago

    Nashik, Maharashtra, India beBeeinvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio ManagerWe are seeking an accomplished Investment Portfolio Manager to join our team. As a key member, you will be responsible for overseeing investment portfolios and making informed investment decisions.

  • Institutional Investment Analyst

    4 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Arcana builds institutional-grade analytics for leading hedge funds and asset managers. We're hiring exceptional analysts to partner with portfolio managers, risk managers, analysts, and CIOs, and collaborate with our product, engineering, and data science teams.Work directly with senior stakeholders from the world's top financial institutionsAnalyze...

  • International Investment Promotion Specialist

    3 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are seeking a highly skilled professional to play a key role in promoting international markets as attractive investment destinations.Key ResponsibilitiesIdentify and map potential Indian corporates and conglomerates with interest in overseas investment and expansion.Engage with C-suite executives (CEO, CFO, Head of Strategy) to promote international...

  • Investment Strategy Advisor

    3 days ago

    Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 8,00,000 - ₹ 12,00,000

    About the RoleJoin our portfolio management team as a wealth manager and contribute to innovative AI tools.We are seeking a self-driven, financially skilled candidate with an eye for investment analysis and advisory.About the Internship:As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset...

  • Chief Property Investment Officer

    3 days ago

    Nashik, Maharashtra, India beBeeInvestments Full time US$ 10,00,000 - US$ 12,00,000

    Job Overview:The role of Head of Real Estate is a strategic position that involves developing and implementing investment models, collaborating with market players to optimize investments.Developing and implementing effective investment strategies to enhance returns on investment.Collaborating with local stakeholders and government bodies to ensure support...

  • Senior Investment Executive

    3 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Banking CareerWe are seeking an experienced investment banking professional to play a key role in deal execution, client management, and strategic growth.The successful candidate will have a strong track record in M&A, fundraising, and corporate finance. They will be responsible for lead end-to-end transaction management, including due diligence,...

  • Strategic Investment Analyst

    5 days ago

    Nashik, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    About Our Firm:We are an investment firm focused on the Indian equity market.Founded in 2012, we operate on a traditional US hedge fund model with founding partners having years of investment experience each in public equities and venture capital.Job SummaryMain ResponsibilitiesDeveloping investment theses through financial modeling and analysis for assigned...

  • Environmental Impact Investment Specialist

    1 day ago

    Nashik, Maharashtra, India beBeeSustainability Full time ₹ 9,00,000 - ₹ 12,00,000

    Climate Solutions Venture AnalystWe are seeking a motivated and detail-oriented Climate Solutions Venture Analyst to join our team. This entry-level position is ideal for candidates early in their careers who are passionate about climate solutions, venture capital, and sustainable innovation.As a Climate Solutions Venture Analyst, you will support the...

  • Investment Analysis Professional

    2 days ago

    Nashik, Maharashtra, India beBeeResearch Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Equity Research Analyst Job Description">Empowering Thoughtful Investors with Quality Research.We are seeking a skilled Equity Research Analyst who thrives on in-depth analysis of company fundamentals, market dynamics, and investment philosophies. You will independently manage research products, conduct thorough qualitative and quantitative research on...