
Financial Portfolio Analyst
13 hours ago
We are seeking a talented and experienced Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, you will have the opportunity to develop your career at the intersection of investments, analytics, and client solutions.
Key Responsibilities:- Partner with global teams to prepare client presentations, pitchbooks, and review materials.
- Assist in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
- Coordinate the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
- Support senior team members in scheduling and coordinating client meetings and investor conference calls.
- Manage and maintain consultant and sales databases (e.g., performance data, flows, product information).
- Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 0-3 years of experience in investment management, consulting, client reporting, or financial services.
- Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is a plus.
- Familiarity with investment concepts such as portfolio theory, asset allocation, and risk/return analysis.
- Excellent written and verbal communication skills; able to draft professional client-facing materials.
- Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
We offer a collaborative and dynamic work environment where you can grow and make an impact. If you are passionate about investments and client solutions, we encourage you to apply for this exciting opportunity.
-
Financial Portfolio Specialist
7 days ago
Thāne, Maharashtra, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000Financial Portfolio ManagerAs a seasoned financial portfolio manager, you will play a pivotal role in leading financial initiatives within an IT delivery department. You will be responsible for managing all aspects of financial portfolios, including budgeting, forecasting, and performance analysis. Your expertise in cloud modernization strategies and end...
-
Portfolio Manager Role
7 days ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000Investment AnalystAbout the OpportunityWe are seeking a driven individual to work as an Investment Analyst. This role offers a chance to develop financial skills, learn investment strategies, and gain hands-on experience in portfolio management.Key Responsibilities:Assist in preparing pitch books and investment presentations for clients.Analyze and present...
-
Portfolio Intelligence Specialist
4 days ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Portfolio Intelligence AnalystArcana is a leading portfolio intelligence platform utilized by institutional investors to analyze performance and risk.As a key member of our team, you will collaborate closely with product, engineering, and data science teams to shape financial software that meets the highest standards. Your contributions will have a...
-
Strategic Portfolio Analyst
14 hours ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 78,41,000 - ₹ 1,09,25,000Portfolio Expert Role SummaryThe Portfolio Expert plays a pivotal role in driving investment strategy by collaborating with cross-functional teams.Key Responsibilities:Develop and implement data-driven solutions to enhance portfolio performance.Collaborate with senior experts to create actionable insights for clients.Maintain and optimize reporting...
-
Financial Portfolio Manager
13 hours ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Overview:We are seeking a seasoned professional to lead our wealth management team. This role requires a strong background in investment and the ability to provide personalized portfolio advice to clients, helping them achieve their financial goals.Responsibilities:Develop and maintain relationships with clients to understand their financial objectives...
-
Financial Portfolio Manager
4 days ago
Thāne, Maharashtra, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000Wealth Management Opportunities Job Description: The ideal candidate will be responsible for delivering exceptional service to high net worth individuals, driving growth and profitability through effective relationship management. Establish and maintain strong client relationships to foster business expansion and revenue growth Analyze client portfolios to...
-
Financial Analyst
12 hours ago
Thāne, Maharashtra, India beBeeFinancialAnalyst Full time ₹ 90,00,000 - ₹ 1,20,00,000Job Overview:We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a member of our Finance department, you will play a crucial role in analyzing financial data, processing journal entries, and maintaining the general ledger.About the Role:The ideal candidate will have a strong background in accounting and finance, with...
-
Senior Financial Analyst
5 days ago
Thāne, Maharashtra, India beBeeAccounting Full time ₹ 90,00,000 - ₹ 1,08,00,000US Accountant Job DescriptionWe are seeking a detail-oriented US Accountant to manage accounting operations for our hotel and resort portfolio.Responsibilities:Perform daily income journal loading and reconcile revenues with supporting reports from property management systems (PMS).Manage bank reconciliations across multiple hotel accounts, ensuring timely...
-
Thāne, Maharashtra, India beBeeOpportunity Full time ₹ 90,00,000 - ₹ 1,20,00,000Portfolio Analyst Job OverviewWe are seeking a skilled Portfolio Analyst to join our team.This role involves identifying new product opportunities across therapies based on medical and marketing feasibility.The successful candidate will conduct in-depth analysis of secondary market data to understand available opportunities.Preliminary IP landscaping of...
-
Financial Analyst
4 days ago
Thāne, Maharashtra, India beBeeAccounting Full time ₹ 72,00,000 - ₹ 96,00,000Financial Analyst PositionWe are seeking a highly skilled and detail-oriented Financial Analyst to join our team.The ideal candidate will be responsible for managing financial records, preparing tax returns, and ensuring compliance with relevant regulations. The role involves maintaining accurate financial data, reconciling accounts, and assembling working...