Strategic Investment Advisor

2 weeks ago

Pushkar, Rajasthan, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,00,00,000

Job Overview:

We are seeking a highly skilled Strategic Investment Advisor to join our global Business Development team. In this role, you will provide analytical support to help serve some of the world's largest institutional investors.

This position is based in Bangalore and offers an exciting opportunity for individuals who want to combine investment knowledge, analytical skills, and client service orientation in a dynamic environment.

Key Responsibilities:

  • Collaborate with global Business Development 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 consultant and sales databases, including performance data, flows, and product information.
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.

Requirements:

  • 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.

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