Strategic Asset Allocation Specialist

2 weeks ago


Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,25,00,000
Job Opportunity:

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

Main Responsibilities:
  • Developing strategic asset allocation solutions for institutional clients
  • Preparing in-depth portfolio evaluation reports detailing market performance, investment results, style exposures and recommendations for portfolio rebalancing
  • Making informed recommendations to clients based on the manager search and selection for various investment strategies
  • Reviewing and refining investment policy statements
  • Authoring research papers on macro/micro economic environments and industry trends
  • Providing research support on client requests including ESG, style analysis, asset class trends
Requirements:
  • A relevant bachelor's or master's degree in finance or economics with demonstrated academic achievement
  • Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines
  • A thorough understanding of wealth management, investment management industry and asset classes (equity, fixed income, and alternatives)
  • A minimum of 8 years' experience in the financial services industry
  • The ability to understand the link between data, client needs and its application to the broader context


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