Chief Investment Strategist

3 hours ago

Belgaum, Karnataka, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 10,00,000

Job Title:

A Chief Investment Strategist is required to lead the development of comprehensive investment solutions for institutional clients.

The ideal candidate will have a strong background in asset management, finance, or economics, with a demonstrated ability to analyze complex data and make informed investment decisions.

Main Responsibilities:

  • Developing asset allocation strategies that align with client goals and risk tolerance
  • Preparing portfolio evaluation reports detailing market performance and investment results
  • Making recommendations to clients based on thorough research and analysis of investment opportunities
  • Reviewing and amending investment policy statements to ensure alignment with client objectives
  • Authoring research papers on economic trends and investment strategies
  • Providing expert guidance on ESG and style analysis
  • Leading team operations and ensuring seamless delivery of reports and projects
  • Project managing, allocating work, and developing team members
  • Liaising with stakeholders to build relationships and deliver services
  • Defining strategic priorities for the business
  • Driving process improvement initiatives and delivering results aligned with business priorities

Requirements:

  • Relevant degree in finance, economics, or related field
  • Minimum 8 years experience in asset management or financial services
  • Strong analytical skills and knowledge of wealth management industry
  • Ability to understand link between data, client needs, and investment decisions

Benefits:

This role offers a challenging opportunity to develop your skills and expertise in investment strategy and asset management.

Other Information:

Applicants should have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

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