Senior Investment Professional

2 weeks ago


Anand, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Key Roles and Responsibilities

We are seeking a skilled professional to join our investment team. This is a hybrid role that requires working at least three days a week in the office.

The primary responsibilities of this position include:

  • Preparing monthly and quarterly performance reports for defined benefit, defined contribution, and delegated solution clients.
  • Analyzing performance of different investment options and overall plans.
  • Communicating with investment and custodian teams to gather and/or clarify client-specific data for reporting.
  • Managing client relationships and reviews, ramp-ups, and ongoing transitions.
  • Defining, delegating, monitoring, and participating in employee engagement activities.
  • Mentoring and leading a team of analysts across different processes.
  • Troubleshooting issues on projects and owning accountability.
  • Driving process improvements.


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