Portfolio Management Specialist

12 hours ago


Vadodara, Gujarat, India beBeeInvestment Full time ₹ 1,36,28,216 - ₹ 2,03,42,828
Portfolio Management Specialist

We are seeking a highly skilled Portfolio Management Specialist to join our team. The ideal candidate will have experience in portfolio investment and fund-level models, cash flow projections, and financial reporting.

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

The successful candidate will have excellent analytical and communication skills, as well as the ability to work independently and collaboratively as part of a team.

Key responsibilities include:

  • Preparing and reviewing fund operational reports for investors on a weekly, monthly, and quarterly cadence.
  • Monitoring performance of operational reports and taking corrective action to optimize or improve the reporting process.
  • Identifying data discrepancies within operational reports and communicating corrective solutions.


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