Solutions Oriented Investment Professional

1 day ago


Thoothukudi, Tamil Nadu, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Title: Investment Solutions Specialist.

This role involves working closely with the global Business Development team to provide analytical, reporting and client solutions support. The position is based in Bangalore and is designed for individuals who are eager to combine investment knowledge, analytical skills and client service orientation in a global environment.

About the Role
We are seeking an Analyst – Client Strategy & Solutions to work on preparing client presentations, pitchbooks and review materials. This includes drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and investor information requests. Additionally, the candidate will coordinate the distribution of research white papers, event invitations and webinar materials to clients and prospects.

Main Responsibilities
- Partner with the global Business Development and Product Specialist teams to prepare client presentations, pitchbooks and review materials.
- Assist in drafting and reviewing RFPs, 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.
- Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.

Requirements
- Bachelor's degree in Finance, Economics, Business or a related field.
- 0-3 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.
- Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.

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