Strategic Investment Professional

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000
Job Description:

Our organization combines financial theory, data-driven research and technology to deliver innovative investment solutions for global clients. We offer a range of strategies in equities, alternatives, multi-asset and customized solutions, serving some of the world's largest institutional investors.

We foster a culture of collaboration, intellectual rigor and innovation. Our commitment is to building long-term partnerships with clients while creating an environment where talented professionals can grow and make a meaningful impact.

We seek a highly skilled Analyst – Client Strategy & Solutions to work closely with our global Business Development team. In this role, you will provide analytical, reporting and client solutions support to serve some of the world's largest institutional investors.

This position is based in Bangalore and designed for individuals who are eager to combine investment knowledge, analytical skills and client service orientation in a global environment. You will gain exposure to a wide range of investment strategies and play a key role in supporting client engagement efforts across regions.

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.
Required Skills and Qualifications:

Key qualifications include a Bachelor's degree in Finance, Economics, Business or a related field. You should have 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.

Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines. A hard-working and eager-to-learn individual with a collaborative mindset is ideal for this role.

Why Work with Us:

We offer a dynamic and supportive work environment that encourages growth and development. Our organization is committed to making a positive impact in the industry and we believe that our employees are the key to achieving this goal.

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