Investment Strategy Manager

3 days ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time US$ 43,393 - US$ 75,132

Unlock Your Investment Potential

Job Description:

This role is designed for individuals who want to combine investment knowledge, analytical skills, and client service orientation in a global environment.

As a key member of our team, you will gain exposure to a wide range of investment strategies and play a vital role in supporting client engagement efforts across regions.

Responsibilities:
  • Partner with global teams to prepare client presentations, pitchbooks, 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, 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, including performance data flows and product information.
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 0.6 –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, able to draft professional client-facing materials.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.

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