Strategic Investment Analyst

2 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time

We are seeking a highly motivated and detail-oriented Analyst to join our Investor Relations team within the Investment Solutions group. Your role will be pivotal in enhancing the advisor/client experience for one of the largest global wealth managers.

Job Responsibilities:
  • Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
  • Prioritize and respond to a high volume of advisor inquiries across multiple channels (email, phone, instant messenger).
  • Leverage knowledge about our investment solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.
  • Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business.
  • Oversee quality control checks to ensure data integrity and accuracy for content created by the team.
  • Assist in developing and updating presentations and marketing materials for clients and internal meetings.
  • Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
  • Handle advisor and client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time-sensitive ad-hoc analysis and projects.
  • Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Extensive knowledge and experience in the Investments domain or Global markets.
  • Excellent analytical and quantitative skills, with proficiency in business writing.
  • Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
  • Ability to work collaboratively in a fast-paced, dynamic environment and interpret complex data to provide actionable insights.
  • Proficiency in Microsoft Office Suite and familiarity with financial software and databases like Bloomberg and FactSet.
  • High level of accuracy and attention to detail, with strong organizational skills to manage multiple tasks and meet deadlines.

  • Strategic Investment Analyst

    4 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,50,00,000

    Job Title:Strategic Investment AnalystWe are seeking an experienced professional to join our team in a strategic investment analyst role. As an investment analyst, you will be responsible for identifying new opportunities and monitoring existing portfolio companies.Key Responsibilities:Conduct comprehensive financial analyses to inform investment...

  • Investment Analyst

    7 days ago

    Mumbai, Maharashtra, India TVF Capital Full time

    We're hiring: Investment Analyst | Mumbai We are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai. If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you. What we value: ...

  • Investment Analyst

    7 days ago

    Mumbai, Maharashtra, India TVF Capital Full time

    We're hiring: Investment Analyst | Mumbai We are looking for a high-integrity, first-principles thinker to join the team as an Investment Analyst in Mumbai . If you're passionate about business models, equity markets, and long-term investing — and thrive in a collaborative, intellectually rigorous environment — we'd love to hear from you. What we...

  • Investment Analyst

    4 weeks ago

    Mumbai, Maharashtra, India Vivriti Asset Management Full time

    Job Title: Investment AnalystLocation: MumbaiExperience: 4–5 yearsAbout Vivriti Asset ManagementVivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs), with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+ entities,...

  • Investment Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Vivriti Asset Management Full time

    Job Title: Investment Analyst Location: Mumbai Experience: 4–5 years About Vivriti Asset Management Vivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs) , with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+...

  • Investment Analyst

    15 hours ago

    Mumbai, Maharashtra, India Vivriti Asset Management Full time

    Job Title: Investment AnalystLocation: MumbaiExperience: 4–5 yearsAbout Vivriti Asset ManagementVivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs), with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+ entities,...

  • Investment Analyst

    23 hours ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Financial Analyst Position OverviewThe Financial Analyst role is a key component of our team, responsible for evaluating and analysing various investment products. This involves leading assessments of external fund managers, including on-site meetings with managers.Duties and Responsibilities:Evaluate and analyse investment products to ensure alignment with...

  • Senior Investment Analyst

    6 days ago

    Mumbai, Maharashtra, India Magadh Capital Full time

    Company DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

  • Investment Banking Analyst

    4 weeks ago

    Mumbai, Maharashtra, India Dourado Advisors Full time

    About Dourado Advisors:Dourado Advisors (www.dourado.in) helps early growth stage companies and mid-sized enterprises scale up their businesses by raising capital through VCs, Family Offices, Institutions and Strategic Investors.We advise companies looking to raise early-stage capital while acting as a bridge between the investors and entrepreneurs.Role...

  • Senior Investment Analyst

    4 days ago

    Mumbai, Maharashtra, India Magadh Capital Full time

    Company DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...