Portfolio Manager Consultant

18 hours ago

Tiruppur, Tamil Nadu, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Investment Solutions Expert

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

Our strategies span equities, alternatives, multi-asset, and customized solutions. We serve some of the world's largest institutional investors — including pension funds, sovereign wealth funds, endowments, and foundations — as well as private wealth clients.

This role involves working closely with our global Business Development team to support client engagement efforts across regions.

  • Partner with global Business Development and Product Specialist teams to prepare client presentations and review materials.
  • Assist in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
  • Coordinate the distribution of research white papers and event invitations to clients and prospects.
  • Support senior team members in scheduling and coordinating client meetings and investor conference calls.
  • Manage consultant and sales databases (e.g., performance data, flows, product information).
  • Provide analytical support, including portfolio data summaries and performance tracking.

Bachelor's degree in Finance, Economics, Business, or a related field is required.

0.6 – 3 years of experience in investment management, consulting, client reporting, or financial services is required.

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