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Senior Investment Strategist

2 weeks ago

Bengaluru, Karnataka, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000

About Aikya Connect

Aikya Connect is an exclusive investment network catering to senior investment professionals from over 75+ Single-Family Offices, collectively managing $28 billion in assets under management. Our mission is to enhance collective intelligence through curated events and structured dialogues.

Role Overview

The Business Analyst will play a pivotal role in supporting the leadership team. This position offers a unique opportunity to work closely with senior executives, manage high-impact projects, and contribute to strategic growth.

We seek a candidate with strong experience in Family Office operations and investment management. The ideal candidate will have a proven background in managing investments, understanding family office structures, and working closely with UHNW families.

Key Responsibilities

Strategic Support & GTM Execution

  • Partner directly with leadership on high-priority strategic initiatives and organizational priorities.
  • Lead research, design, and execution of go-to-market (GTM) strategies across new verticals.

Project & Event Management

  • Own and manage cross-functional projects end-to-end, ensuring timely execution and stakeholder alignment.
  • Coordinate high-impact events including closed-door roundtables, webinars, conferences, and forums.
  • Utilize project management tools for project tracking and delivery.

Expert Speaker Engagement

  • Lead outreach and onboarding of expert speakers for curated sessions.
  • Manage coordination, session design, and seamless execution.

Operational Excellence

  • Handle high-level communications and sensitive information with professionalism and discretion.
  • Prioritize tasks and manage executive touchpoints effectively.

Member Engagement & Relationship Building

  • Serve as a trusted point of contact for members—helping them navigate the Aikya experience.
  • Capture insights and feedback to drive continuous improvement.

Founder Brand & Marketing Presence

  • Collaborate with the marketing team to enhance the digital presence.
  • Co-develop content campaigns for LinkedIn and other platforms.
  • Craft compelling narratives that articulate the mission and milestones.

Qualifications and Skills

  • Bachelor's degree in Business, Finance, Economics, or a related field. MBA or advanced degree preferred.
  • 2–4 years of experience in a similar role, preferably within investment, strategy, or financial services sectors.
  • Strong analytical skills and proficiency in Excel, Google Sheets; experience with data visualization tools (Power BI, Tableau) is a plus.
  • Excellent written and verbal communication skills, including stakeholder presentations and report writing.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • High level of professionalism, discretion, and integrity.
  • Interest in investment ecosystems, family offices, or private capital is advantageous.
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