Portfolio Manager Candidate

2 weeks ago

Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 12,95,045 - ₹ 25,10,167
Job Overview

We are a leading global investment management organization that combines financial expertise, data-driven insights, and cutting-edge technology to deliver innovative solutions for clients worldwide.

Our strategies span equities, alternatives, multi-asset, and customized solutions, serving some of the world's largest institutional investors, including pension funds, sovereign wealth funds, endowments, and foundations, as well as private wealth clients.

As an Investment Solutions Specialist, you will work closely with our global Business Development team to provide analytical support and client-facing materials to serve institutional investors.

This role 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.

Key Responsibilities:
  • Partner with global Business Development and Product Specialist 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.

Responsibilities may be adjusted based on business needs.

Requirements:
  • 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.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.

Candidates should possess a hard-working and eager-to-learn attitude in a collaborative environment.

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