Portfolio Manager Candidate

2 weeks ago

Kottayam, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Investment Solutions Specialist

Investment solutions specialists play a vital role in providing clients with tailored investment advice and guidance.

About the Role

This position is ideal for individuals who possess a strong understanding of investments, analytics, and client service orientation. The successful candidate will work closely with our global business development team to provide analytical, reporting, and client solutions support.

Key Responsibilities:
  • Partner with the global business development and product specialist teams to prepare client presentations, pitchbooks, and review materials.
  • Assist in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
  • Coordinate the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
  • Support senior team members in scheduling and coordinating client meetings and investor conference calls.
  • Manage and maintain consultant and sales databases (e.g., performance data, flows, product information).
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Requirements
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 0.6–3 years of experience in investment management, consulting, client reporting, or financial services.
  • Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is a plus.
  • Familiarity with investment concepts such as portfolio theory, asset allocation, and risk/return analysis.
  • Excellent written and verbal communication skills; able to draft professional client-facing materials.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
What We Offer
  • A collaborative, intellectually rigorous environment.
  • The opportunity to develop your career at the intersection of investments, analytics, and client solutions.
  • The chance to work with global teams in delivering world-class service to institutional investors.

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