Strategic Investment Expert

1 day ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 2,05,00,000 - ₹ 2,54,00,000

Investment experts with a passion for delivering high-quality research and analysis are sought to join our team in Chennai, India.

About the Role
  • We are looking for an experienced professional who can develop asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization's Strategic Research Group
  • The successful candidate will be responsible for preparing Portfolio evaluation reports detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
  • He/She will make recommendations to clients basis the manager search and selection for various investment strategies
  • Review and amend investment policy statements
  • Author research papers on macro/micro economic environment and Investment industry trends
  • Provide research support on client requests including ESG, Style Analysis, Asset Class Trends

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve.

Your Key Responsibilities
  • You will lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
  • Project management, work allocation, real-time capacity management, peer review, training and development of team members
  • Liaison with stakeholders to build relationship for service delivery management
  • Play anchor role for all strategic projects and provide directions to the team
  • Prepare and manage KPIs and handle escalations
  • Participate in defining strategic priorities for the business

We value diversity and inclusivity and are committed to creating a flexible work environment that suits your needs.

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