Strategic Portfolio Manager

23 hours ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Title: Strategic Portfolio Manager

About the Role:

We are seeking a detail-oriented and analytical professional to fill this key position. As a Strategic Portfolio Manager, you will play a pivotal role in supporting client engagement efforts across regions.

Key Responsibilities:

  • Partner with cross-functional teams to develop client-facing materials, including presentations, pitchbooks, and review materials.
  • Assist in crafting 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, ensuring accurate performance data and product information.
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.

Required Skills and Qualifications:

  • 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.

Benefits:

This role offers opportunities for career growth, professional development, and collaboration with experienced professionals in the industry.

How to Apply:

Please submit your resume and cover letter to apply for this exciting opportunity.

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