Strategic Investment Leader

2 weeks ago

Bengaluru, Karnataka, India beBeeInvestment Full time US$ 10,00,000 - US$ 12,00,000

We are seeking a seasoned investment professional to join our team. This role will be based in India, with a requirement of working at least three days a week in the office.

The successful candidate will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. The primary responsibilities include assisting with institutional investing activities across different geographies, collecting and analyzing data, researching investment strategies, portfolio construction, and performance analytics reports.

  • Developing asset allocation solutions for institutional clients based on their specific needs while incorporating the asset class views of our Strategic Research Group
  • Preparing Portfolio evaluation reports detailing market performance, investment results, style exposures, and recommendations for portfolio rebalancing
  • Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking it with market/economic developments and the investment process of the asset managers
  • Making recommendations to clients basis the manager search and selection for various investment strategies – US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG
  • Review and amend investment policy statements
  • Author research papers on macro/micro economic environment and Investment industry trends
  • Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
  • Lead and manage end-to-end operations and ensure seamless delivery of reports/projects
  • Project management, work allocation, real-time capacity management, peer review, training and development of team members
  • Liaison with stakeholders to build relationship for service delivery management
  • Play anchor role for all strategic projects and provide directions to the team
  • Prepare and manage KPIs and handle escalations
  • Participate in defining strategic priorities for the business
  • Focus on new capability development and branding imperatives
  • Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives
  • Driving Process Improvement Initiatives and delivering results in line with Business Priorities

Requirements:

  • Bachelor's or Master's degree in Finance, Economics or related field with excellent academic achievement
  • Minimum 8 years of experience in Asset Management or Financial Services with proven track record of success
  • Strong understanding of Wealth Management, Investment Management industry and asset classes (Equity, Fixed Income, Alternatives)
  • Able to understand the link between data, client needs, and its application

About this Role

This is a key leadership position that requires a high level of expertise, business acumen, and interpersonal skills. If you have a passion for investments, enjoy working with diverse stakeholders, and are looking for a challenging role with opportunities for growth, we encourage you to apply.

What We Offer

Our organization offers a dynamic and inclusive work environment, competitive compensation packages, and opportunities for professional growth and development.

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