Senior Financial Portfolio Specialist

2 weeks ago


Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000
Job Title: Finance Investment Analyst

This is a part-time remote contract role for an experienced Finance Investment Analyst.

We seek a highly skilled professional with expertise in financial analysis and portfolio management to join our team.

Key Responsibilities:

  • Analyze annual reports and SEC documents to identify trends and patterns.
  • Evaluate live model responses related to finance and provide detailed answers.
  • Develop and maintain expertise in financial analysis, including reading and analyzing US SEC documents.

Requirements:

  • Strong analytical skills and experience in financial analysis.
  • Proficiency in reading and analyzing US SEC documents and financial modeling.
  • Experience in investments and portfolio management.
  • Excellent written and verbal communication skills.
  • Ability to work independently and remotely.
  • CFA Certification is mandatory along with a Bachelor's degree in Finance, Economics, Business, or a related field.
  • At least 8 years of experience in investment analysis.

Responsibilities Summary:

  • Expertise in financial analysis, SEC document analysis, and portfolio management.
  • Strong understanding of US Finance Markets.
  • Proven ability to work independently and remotely.

Preferred Qualifications:

  • Expertise in financial modeling and risk assessment.
  • Strong understanding of investment products and markets.
  • Proven track record of successful investment analysis and portfolio management.


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