Portfolio Manager Assistant

2 days ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 8,45,200 - ₹ 10,65,900
Job Title: Investment Solutions Specialist

About Our Firm

We are a leading global investment management company that combines financial expertise, data-driven research, and 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, foundations, and private wealth clients.

About This Role

We seek an Analyst – Client Strategy & Solutions to work closely with our global Business Development team. You will provide analytical, reporting, and client solutions support to serve large institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private wealth clients.

This role is based in Bangalore and is designed for individuals who want 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.

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.

What We Look For

  • A hard-working and eager individual in a collaborative, intellectually rigorous environment.
  • A self-starter with the ability to work independently while coordinating with global colleagues.
  • Analytical and resourceful, with strong problem-solving skills.
  • A client-focused mindset, with integrity and professionalism in all deliverables.
  • Well-organized and detail-oriented, capable of thriving in a fast-paced environment.

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