Investment Portfolio Specialist

1 day ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 60,000 - ₹ 80,000

About our Portfolio Management Services team: We're a dynamic and evolving group of professionals focused on compliance, precision, and growth.

Key Responsibilities
  • Analyse & Interpret Data: Gather and evaluate financial, industry, and market information to deliver actionable insights.
  • Financial Modelling: Develop and maintain valuation and forecasting models for investment opportunities.
  • Research Reports: Translate complex data into clear, concise reports and recommendations.
  • Collaboration: Work closely with senior teams to drive investment strategies.
Requirements
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Experience: 1–2 years in equity research, financial data analysis, or related domain.
  • Skills & Competencies:
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication.
  • Proficiency in MS Excel, PowerPoint, and financial tools.

Benefits of Joining Our Team

  • Opportunity to work in a fast-growing financial services firm.
  • Exposure to financial reporting, compliance, and audit management.
  • Work directly with senior teams on high-value operations.
  • Structured growth and hands-on learning in financial services.


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