Strategic Investment Consultant

6 hours ago

Malappuram, Kerala, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 40,00,000
Job Title:

Investment Solutions Specialist

Job Description:

We are a global investment firm that combines financial theory, data-driven research, and technology to deliver innovative solutions for clients worldwide.

Our team is committed to building long-term partnerships with clients while fostering an environment where talented professionals can grow and make an impact.

In this role, you will provide analytical, reporting, and client solutions support to help serve institutional investors.

You will gain exposure to a wide range of investment strategies and play a key role in supporting client engagement efforts across regions.

Key Responsibilities:
  • Partner with global business development teams to prepare client presentations, pitchbooks, and review materials.
  • Assist in drafting and reviewing RFPs, 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.
  • 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.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.

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