Strategic Investment Associate

1 week ago

Gandhinagar, Gujarat, India beBeeAnalyst Full time ₹ 60,00,000 - ₹ 1,20,00,000

Investment professionals can thrive in a dynamic, global environment that combines cutting-edge research, data-driven insights, and innovative solutions.

We seek a detail-oriented Analyst to support client engagement efforts across regions. This role is based in Bangalore and offers opportunities for growth and development.

The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for investment knowledge.

This position involves working closely with our global Business Development team to provide analytical support, draft client-facing materials, and coordinate client meetings.

Responsibilities include:

  • Partnering with teams to prepare client presentations, pitchbooks, and review materials.
  • Drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
  • Coordinating the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
  • Supporting senior team members in scheduling and coordinating client meetings and investor conference calls.
  • Managing consultant and sales databases (e.g., performance data, flows, product information).

Key qualifications include:

  • A 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.

This role requires a hard-working individual with a collaborative mindset, analytical skills, and resourcefulness. If you are a self-starter who excels in fast-paced environments, we encourage you to apply.

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