Strategic Advisory Specialist

1 week ago

junagadh, India beBeeInvestment Full time

Job DescriptionEstablish a robust framework for advisory services by identifying global macro trends and their impact on financial markets and client portfolios.Develop and disseminate comprehensive views on the economy, markets, and investment products to the team. Collaborate closely with senior stakeholders to ensure alignment of strategies.Conduct thorough due diligence across various investment products, analyzing risks and potential returns.Lead portfolio reviews and client engagements with the advisory teams to communicate investment positioning and group views effectively.Prepare high-quality pitch books and periodic review presentations for new and existing clients, highlighting key investment opportunities.Work closely with product manufacturers globally to ensure top-notch product availability for clients, meeting their evolving needs.Interact with key stakeholders and form part of the core team at a strategic level, driving business growth and expansion.Required Skills and QualificationsStrong understanding of global macro trends and their impact on financial markets.Excellent analytical and problem-solving skills, with the ability to conduct thorough due diligence.Effective communication and collaboration skills, with experience in working with cross-functional teams.Ability to develop and present high-quality pitch books and presentations.Strong knowledge of investment products and markets, with the ability to analyze risks and opportunities.BenefitsThis role offers a unique opportunity to work with a talented team, driving business growth and expansion through strategic advisory services. The ideal candidate will have a strong passion for investing and a commitment to delivering exceptional results.OthersThe successful candidate will have a strong background in finance and investment, with a proven track record of delivering high-quality advisory services. If you are a motivated and results-driven individual looking for a challenging role, we encourage you to apply.

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