Strategic Investment Manager

22 hours ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

We are seeking a seasoned Investment Strategist to play a key role in driving our investment analysis and research efforts.

About the Role:
  • You will be responsible for preparing comprehensive performance reports for clients, analyzing various investment options, and communicating with custodians to gather client-specific data.
Key Responsibilities:
  1. Investment Analysis: Analyze performance of various investment options and overall plans to inform strategic investment decisions.
  2. Reporting: Prepare monthly and quarterly performance reports for clients, highlighting key findings and recommendations.
  3. Custodian Communication: Communicate with investment custodians to gather client-specific data and ensure seamless execution of investment strategies.
  4. Client Reviews: Conduct regular reviews with clients to discuss their investment goals, risk tolerance, and portfolio performance.
  5. Team Leadership: Lead and mentor teams of analysts to drive investment research and analysis efforts.
  6. Process Improvement: Identify areas for process improvement and implement changes to optimize investment analysis and research processes.
Requirements:
  • Minimum 8+ years of relevant experience in investment analysis and research.
  • Graduate or Master's degree in finance (CFA and CIPM preferred).
  • Strong understanding of investment terminology and technical skills.
  • Experience analyzing investment portfolios or researching managers.
  • Good command of MS Office applications, including Excel, Word, and PowerPoint.
What We Offer:

A dynamic work environment that fosters collaboration, innovation, and growth. Our team is committed to delivering exceptional results and making a meaningful impact in the investment industry.

We value diversity, inclusivity, and flexibility, and we welcome applications from individuals from all backgrounds.

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