High-Performance Investment Strategist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time US$ 90,000 - US$ 1,20,000
Senior Investment Consultant

We are seeking a highly skilled professional to join our team of investment experts. This role will be based in Mumbai.

Key Responsibilities:
  • Provide expert consulting support to client teams, generating regulatory reports, cash flow advice, and research work for fund managers.
  • Assist senior consultants in preparing presentations and client deliverables, including editing, quality control, and finalization of client-related documents.
  • Coordinate and input all relevant data for monthly/quarterly/ad-hoc reports.
  • Undertake research on fund managers and project work on traditional and alternative asset classes.
  • Collect and create search work for investment managers, articulating the outcome of investment analysis in the form of reports or slides.
  • Work in partnership with internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and professionalism.
Requirements:
  • Masters in Finance or similar field, or MBA.
  • Relevant professional qualification with 5-7 years' experience in the financial sector, preferably leading teams with bespoke client needs.
  • Technical knowledge of fund structures, parties to the fund, and differing fund/asset types.
  • Experience in undertaking and articulating investment research, regulatory reports, and insights.
  • Ability to understand and interpret performance indicators.
  • Professional and enthusiastic approach to work.
  • Strong organizational and project management skills, with the ability to grasp information quickly.
  • Accuracy and attention to detail are key requirements.
  • Excellent interpersonal skills to communicate with clients at all levels.
  • Fluent English essential.
  • Strong IT skills (PowerPoint, Excel, Word).

  • High-Performance Investment Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Senior Investment Analyst RoleWe are seeking a skilled investment analyst to generate alpha and drive profitable investment decisions by identifying, researching, and recommending investments.Investment Strategy & AnalysisGenerate alpha by identifying undervalued assets and actionable investment ideas through technical and fundamental data analysis.Develop...

  • Senior Investment Strategist

    13 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Role:Senior Investment Strategist - Real EstateWe are seeking an experienced investment strategist to join our team. The successful candidate will be responsible for developing and implementing strategies to raise capital for real estate investment projects in India across various asset classes.Responsibilities:Developing and implementing investment...

  • Investment Performance Analysis

    9 hours ago

    Mumbai, Maharashtra, India State Street Full time

    Who we are looking for Candidates should have strong Domain knowledge and should be well versed with Financial and Capital Market The analyst must have strong communication skills and must be able to answer questions from other performance analysts operations associates portfolio managers and other users regarding the details of performance calculation...

  • Portfolio Strategist

    6 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Opportunity: Portfolio StrategistBachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.The successful candidate...

  • Chief Investment Strategist

    6 hours ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,21,00,000

    Investment Grade OpportunitiesSteady income, capital growth, and long-term wealth preservation are key goals for high net worth individuals, family offices, and global investors.Key ResponsibilitiesDrive investor engagement and capitalize on new opportunities through strategic partnership development.Position our curated investment solutions as compelling...

  • Chief Investment Strategist

    6 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    We are currently seeking a highly skilled Senior Technical Analyst to lead the way in making informed investment decisions through strategic analysis.Key ResponsibilitiesUtilize data analysis and market research to identify undervalued assets, thereby generating alpha for our organization.Maintain and develop financial models that accurately forecast company...

  • Chief Investment Strategist

    22 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Portfolio ManagerElevate your career in investment management with this exciting opportunity to lead the way in crafting personalized investment strategies for our discerning clients.Key Responsibilities:Deliver exceptional portfolio management services by providing expert advice and guidance on investment choices that align with clients' financial goals and...

  • Investment Opportunities Specialist

    3 days ago

    Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 20,00,000 - ₹ 30,00,000

    Market StrategistThe Market Strategist plays a pivotal role in driving investment decisions and shaping market trends. This role is instrumental in aligning the bank's financial goals with market opportunities.Key Responsibilities:Developing comprehensive market analysis to inform investment strategies and contribute to the bank's overall profit...

  • Senior Investment Strategist

    2 days ago

    Mumbai, Maharashtra, India beBeeinvestment Full time US$ 1,25,000 - US$ 1,75,000

    Job Title: Investment AnalystWe are seeking a highly skilled Investment Analyst to play a critical role in evaluating investment opportunities, conducting credit and financial analysis, and supporting portfolio management.Main Responsibilities:Conduct thorough credit analysis and due diligence on potential investment opportunities in the fixed-income...

  • Chief Investment Strategist

    11 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,97,76,000 - ₹ 2,62,40,000

    As a Portfolio Manager, you will play a key role in driving the performance of investment portfolios, analyzing market trends, and making informed investment decisions.Key Responsibilities:Develop and implement effective investment strategies to meet client objectives.Monitor and manage investment risk to ensure optimal returns.Provide regular updates and...