Senior Investment Professional

1 day ago

Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,02,61,180 - ₹ 2,83,23,938
Investment Leadership Opportunity

We are seeking a highly skilled and experienced professional to lead our investments team. This role will be based in Gurgaon and is a hybrid position that requires working at least three days a week in the office.

The Investment Leader will support analysis and research at every stage of the investment decision, risk management and investment monitoring process for a portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions.

  • Prepare monthly and quarterly performance reports for Defined Contribution, Defined Benefit and Delegated Solution clients.
  • Analyze performance of different investment options and overall plans.
  • Communicate with investment managers to gather and/or clarify client-specific data for reporting.
  • Client communications and reviews, managing ramp-ups and ongoing transitions.
  • Define, delegate, monitor and participate in employee engagement activities.
  • Responsible for mentoring and leading a team of analysts across different processes.
  • Own accountability by being able to help teams troubleshoot issues on projects.
  • Responsible for driving Process Improvements.
  • Manage relationships with senior management.
  • Ensure exceptional client experience.
  • Ensure compliance with all internal policies.
  • Provide timely updates to stakeholders.

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