Current jobs related to Investment Strategic Advisor - Nashik, Maharashtra - beBeePortfolio
-
Global Investment Leader
2 weeks ago
Nashik, Maharashtra, India beBeeWealth Full time US$ 15,00,000 - US$ 20,00,000Unlock global investment opportunities and drive growth with our wealth management team.A key member of our team will develop and implement high-quality investment solutions and client-centric financial planning, ensuring a deep understanding of portfolio management, regulatory compliance, and investment advisory. This role requires strong leadership skills...
-
Strategic Investment Leader
2 weeks ago
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Investment Director PositionWe are seeking a highly skilled Investment Director to join our team. The ideal candidate will have a strong background in deal evaluation, with experience spanning seed to growth stage investments.As an Investment Director, you will be responsible for sourcing and evaluating investment opportunities, conducting due diligence, and...
-
Senior Strategic Advisor
2 weeks ago
Nashik, Maharashtra, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 20,00,000About the RoleWe are seeking a highly skilled and experienced professional to join our team as Chief of Staff. In this critical role, you will work directly with our founder on high-priority initiatives that define our next phase of growth.Key ResponsibilitiesAct as the founder's trusted advisor on strategic and operational projectsDevelop and execute growth...
-
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Key ResponsibilitiesBuild and manage strategic partnerships with government agencies, trade bodies, and international organizations.Serve as the primary point of contact for clients, ensuring their investment promotion objectives are met.Conduct high-level discussions with CEOs, CFOs, and CXOs to understand international expansion plans.Role Overview:As a...
-
Strategic Business Advisor
2 weeks ago
Nashik, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000We are seeking a skilled financial expert to fill the role of Strategic Business Advisor.Job Summary:The ideal candidate will possess strong analytical skills and the ability to interpret complex financial data.Key Responsibilities:Analyzing financial data to identify trends and patterns, evaluate market conditions, and assess business...
-
Strategic Investment Partner
2 weeks ago
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 28,00,000Investment Opportunities Await - Venture Fund Associate RoleJob Description:As a valued member of our team, you will collaborate closely with senior management to source investors, structure deals, close transactions, and evaluate startup potential. Your role will be pivotal in supporting the growth and success of our portfolio companies.Key...
-
Chief Strategic Transactions Officer
2 weeks ago
Nashik, Maharashtra, India beBeeStrategic Full time ₹ 2,00,00,000 - ₹ 3,00,00,000Strategic Transactions ExpertJob Overview:We are seeking a seasoned professional to lead our deal teams and drive growth through strategic transactions.Key Responsibilities:Transaction Leadership: Spearhead the execution of M&A transactions, including origination, valuation, due diligence, negotiation, and closing.Client Advisory: Provide strategic advice to...
-
Strategic Institutional Investing Leader
2 weeks ago
Nashik, Maharashtra, India beBeeInvesting Full time ₹ 90,00,000 - ₹ 1,50,00,000Senior Manager Job Opportunity: Lead Institutional Investing TeamJob Title: Senior ManagerThis role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. Key responsibilities include preparing monthly and...
-
Chief Investment Strategist
2 weeks ago
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 3,75,00,000About Our RoleOur team focuses on strategic investment decisions, leveraging precision and discipline to drive long-term growth. We manage a diverse portfolio of startups, fostering innovation and scalability.Key Skills:Strategic Investment AnalysisPortfolio ManagementFinancial AcumenWe operate with a strong commitment to excellence, delivering results that...
-
Strategic Portfolio Manager
2 weeks ago
Nashik, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000Unlock Strategic Investment OpportunitiesAs a skilled investment professional, you will play a crucial role in identifying and analyzing high-growth investments.Our MissionWith a strong background in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures, making groundbreaking innovations accessible to...
Investment Strategic Advisor
2 weeks ago
About the Company
We are a FinTech start-up developing innovative AI tools.
About the Job
We are seeking a talented and motivated student intern for Investment Analyst Role. This is an opportunity to develop investment advisory skills and work on cutting-edge projects.
About the Internship:
As an Investment Analyst, you will work on multiple mini-projects across various functional areas, providing practical exposure to investment advisory simulation.
Key Responsibilities
Your primary responsibilities will include:
- Investment Advisory & Client Engagement
1. Client Interaction & Portfolio Management
- Analyze and present market data insights for portfolio recommendations.
- Participate in mock client meetings to develop communication skills.
2. Financial Research & Analysis
- Conduct fundamental and technical analysis of equities and alternative investments.
- Understand debt securities and yield to maturity (YTM) calculations.
3. Risk Profiling & Asset Allocation
- Develop portfolio allocation strategies using AI-powered risk profiling.
- Create a virtual portfolio allocating assets with near live price feeds.
4. Technical Skills & Tools
- Learn about artificial intelligence in portfolio management.
- Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
5. Capstone Project
- Prepare an investment proposal for a client, including portfolio allocation recommendations.
What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Strong analytical and financial modelling skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
Who Should Apply?
- Student or fresh graduate from any academic discipline.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
Internship Details
Durations: 1 month or 2 months within a period of 4 months. Type: Unpaid
