Executive Financial Advisor

3 days ago

Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,30,00,000
Financial Expert - Investment Specialist

We are seeking a highly skilled professional to join our investments team.

This is a hybrid role that requires working at least three days a week in the office, with flexibility to work remotely on other days.

As a key member of our Investments team, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making process.

  • You will assist with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction, and performance analytics reports.

In this role, you will work closely with Investment Consultants to deliver high-quality research and analysis to support client engagements.

  • Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and clients we serve.

This is an excellent opportunity for a motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

Key Responsibilities:
  • Developing asset allocation solutions for institutional clients based on their Investment Policy Statements 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 to 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.
  • Reviewing and amending investment policy statements.
  • Authoring research papers on macro/micro economic environments and investment industry trends.
  • Providing research support on client requests including ESG, Style Analysis, Asset Class Trends.
  • Leading and managing end-to-end operations and ensuring seamless delivery of reports/projects.
  • Project management, work allocation, real-time capacity management, peer review, training, and development of team members.
  • Liaising with stakeholders to build relationships for service delivery management.
  • Playing an anchor role for all strategic projects and providing directions to the team.
  • Preparing and managing KPIs and handling escalations.
  • Participating in defining strategic priorities for the business.
  • Focusing on new capability development and branding imperatives.
  • Leading efforts for people engagement, knowledge development initiatives for the team, and ensuring adherence to compliance policy and organizational imperatives.
  • Driving Process Improvement Initiatives and delivering results in line with Business Priorities.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for clients, communities, and colleagues.

We are committed to helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.

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