Portfolio Management Professional

4 days ago

Bengaluru, Karnataka, India beBeePortfolio Full time

Job Title: Portfolio Management Professional

Job Description:

This is a challenging role that requires the application of financial analysis and management skills to optimize portfolio performance. As a Portfolio Management Professional, you will be responsible for researching complex credit investigations, identifying opportunities for process improvements, and presenting recommendations for resolving complex situations.

You will work closely with internal stakeholders, external customers, and functional colleagues to achieve business objectives. This includes collaborating on diverse projects, providing analytical support, and contributing to the development of business strategies.

Required Skills and Qualifications:

To succeed in this role, you will need strong knowledge of accounting and finance principles, as well as experience in assessing creditworthiness based on qualitative and quantitative factors. You should also have expertise in preparing and analyzing projected financial statements, conducting ratio analysis, cash flow, and trend analysis.

In addition, you will require excellent communication and analytical skills, as well as proficiency in MS Office applications, primarily MS Word, MS Excel, and PowerPoint. A Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent are essential requirements for this position.

Key Responsibilities:
  • Conduct thorough financial analysis and research to inform business decisions
  • Develop and maintain relationships with internal stakeholders and external customers
  • Prepare and present financial reports, analyses, and recommendations to senior management
  • Collaborate with cross-functional teams to drive business growth and improve operational efficiency

This is an exciting opportunity to join our team as a Portfolio Management Professional and contribute to the success of our organization.

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