Chief Investment Officer

7 days ago

Kozhikode, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,40,00,000

Financial Services Professional

We are seeking a highly skilled Financial Services Professional to join our team. In this role, you will provide analytical support to help serve some of the world's largest institutional investors.

This position is based in Bangalore and is designed for individuals who are eager to combine financial knowledge, analytical skills, and client service orientation in a global environment. You will gain exposure to a wide range of investment strategies and play a key role in supporting client engagement efforts across regions.

Main Responsibilities:

  • Partner with cross-functional 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.

Qualifications and Skills:

  • 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.

About Our Team:

We have a strong culture of collaboration, intellectual rigor, and innovation, and we are committed to building long-term partnerships with clients while fostering an environment where talented professionals can grow and make an impact.

Key Features:

  • We offer a dynamic work environment that encourages creativity and growth.
  • We prioritize employee development and well-being.
  • We strive to deliver innovative solutions that meet the evolving needs of our clients.

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