Financial Strategist

1 week ago

Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 18,50,000 - ₹ 2,37,10,000
Investment Professional Job Summary">

We are seeking a skilled investment professional to join our team. This is a hybrid role requiring working at least three days a week in the office.

Key Responsibilities">
  • Data collection and analysis for informed investment decisions
  • Researching and developing investment strategies to drive business growth
  • Preparing and delivering performance reports to stakeholders

The ideal candidate should have minimum 8+ years of relevant experience, a graduate degree in finance (B.com, BBA or equivalent), and progress towards CFA and CIPM certifications.

Main Responsibilities:">
  • Preparing month and quarterly performance reports for clients
  • Analyzing performance data and making recommendations
  • Communicating with investment custodians to gather client-specific data
  • Managing client relationships and expectations
  • Leading a team of analysts across different processes
  • Driving process improvements and ensuring compliance with internal and external policies

The incumbent should have a strong understanding of Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.

Requirements">
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office and Google Suite

A career as an investment professional offers a range of benefits including competitive compensation, opportunities for professional development, and a dynamic work environment.

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