Senior Investment Strategist

2 days ago


Lucknow, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 20,15,000
Portfolio Research Analyst

This role focuses on in-depth portfolio analysis, working closely with investment managers to develop strategic recommendations that align with client objectives.

  • Conduct comprehensive portfolio assessments and rebalancing strategies to optimize asset allocation and minimize risk-adjusted returns.
  • Investigate a range of Mutual Funds, Alternative Investment Funds, and Portfolio Management Services products to provide informed investment advice.
  • Maintain continuous monitoring of client portfolios against benchmarks and market trends, making adjustments as necessary to ensure optimal performance.
  • Collaborate with portfolio managers to design tailored investment approaches for clients, integrating their specific needs and preferences.
  • Prepare detailed investment research reports, presentations, and client communication materials.
  • Support the development of model portfolios and recommend strategic rebalancing strategies based on market conditions.
  • Ensure all activities adhere to relevant regulatory frameworks, such as SEBI guidelines and investment policies.


  • Lucknow, Uttar Pradesh, India beBeeAnalytics Full time US$ 1,80,000 - US$ 2,50,000

    Senior Analytics StrategistWe are seeking a highly skilled Senior Analytics Strategist to lead our efforts in developing and implementing cutting-edge AI solutions for clients in the insurance/healthcare industries.


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 85,00,000

    Job Title: Senior Investment ManagerWe are seeking an experienced and skilled investment professional to lead our team. In this role, you will provide personalized wealth management services to clients and manage their investment portfolios to help them achieve their financial goals.The ideal candidate will have a strong background in the stock broking...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio Manager RoleThis position involves overseeing investment portfolios, analyzing market trends, and making informed investment decisions.Diversify and optimize investment strategies to maximize returns.Closely monitor market fluctuations and adjust investment approaches as needed.Provide regular performance reports to stakeholders.Foster...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job DescriptionWe are seeking a skilled Investment Attraction Specialist to drive investment promotion and economic development projects. As the strategic interface between international governments and potential investors, you will engage C-level executives, identify new business investment opportunities, and offer client propositions that enable companies...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    International Investment Promotion SpecialistThe primary goal of this role is to promote international markets as attractive investment destinations for Indian companies and conglomerates.You will engage with CXO-level leadership, understand their global expansion objectives, and facilitate investment attraction in coordination with international economic...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment OpportunitiesWe are seeking an Investment Analyst to drive strategic decision-making and enhance our portfolio. As a key member of the team, you will analyze investments, develop financial models, and manage datasets to identify trends and opportunities.Responsibilities:Analyze investments and provide actionable insightsDevelop and maintain...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    About the RoleWe are seeking a highly motivated and skilled student to work on cutting-edge investment projects involving portfolio management, asset allocation, and risk profiling. This is an extraordinary opportunity for a self-driven individual with a strong analytical mindset.About the Internship:As an Investment Analyst intern, you will engage in...


  • Lucknow, Uttar Pradesh, India beBeeGrowth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Lead Transaction StrategistJob Description:As a Senior Manager of Transactions and Strategy, you will be responsible for developing and executing the company's inorganic growth strategy.Key Responsibilities:Develop strategic plans to drive business growth through Mergers & Acquisitions (M&A), joint ventures, divestitures, and...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 21,07,200 - ₹ 25,99,600

    Financial Analysis Role OverviewAbout the PositionThis is a senior-level financial analysis role, requiring extensive experience in dissecting complex financial data.We are seeking an expert to play a pivotal role in evaluating investment opportunities and supporting strategic decision-making.The ideal candidate will collaborate closely with portfolio...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,80,00,000

    Investment Promotion SpecialistWe are seeking a seasoned Investment Promotion Professional to join our team in Mumbai. This is an exciting opportunity for someone with a strong background in government affairs and experience in attracting investments across various sectors.Key Responsibilities:Draft and implement strategies to attract domestic and foreign...