Global Investment Strategist

20 hours ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title: Investment Solutions Specialist

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An exciting opportunity has arisen to join our global team as an Analyst – Client Strategy & Solutions. In this role, you will play a key part in supporting our Business Development team by providing analytical, reporting, and client solutions support.

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  • 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.">
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Requirements:

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  • Bachelor's degree in Finance, Economics, Business, or a related field.">
  • 0–3 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.">
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What We Offer:

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  • A collaborative and intellectually rigorous work environment.">
  • The opportunity to develop your career at the intersection of investments, analytics, and client solutions.">
  • A fast-paced and dynamic environment with opportunities for growth and development.">
  • A chance to work with talented professionals who are passionate about delivering world-class service to institutional investors.">
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About You:

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  • You are a hard-working and eager-to-learn individual who is excited to develop your career in a collaborative and intellectually rigorous environment.">
  • You have a self-starter mindset and are able to work independently while coordinating with global colleagues.">
  • You are analytical and resourceful, with strong problem-solving skills.">
  • You have a client-focused mindset, with integrity and professionalism in all deliverables.">
  • You are well-organized and detail-oriented, capable of thriving in a fast-paced environment.">

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