Financial Services Expert

1 day ago

Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

About Our Opportunity

We are a leading global investment management firm combining financial theory, 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.

With a strong culture of collaboration intellectual rigor and innovation we are committed to building long-term partnerships with clients while fostering an environment where talented professionals can grow and make an impact.

About the Role

We are seeking an Investment Solutions Specialist to work closely with our global Business Development team in this role you will provide analytical reporting and client solutions support to help serve some of the world's largest institutional investors including pension funds sovereign wealth funds endowments foundations and private-wealth clients.

This position is 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.

  • 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.

Your Qualifications

  • 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.

  • Financial Services Expert

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeExperience Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OpportunityWe are seeking a highly skilled and experienced professional to join our team. The ideal candidate will have a minimum of 2 years of experience in a CA firm and possess excellent analytical, problem-solving, and communication skills.Assist in audit, taxation, and accounting activitiesPrepare financial statements and maintain accurate...

  • Financial Services Specialist

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeStructured Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Structured Finance Expert Job DescriptionWe are seeking a highly skilled and experienced Structured Finance Expert to join our team. As a key member of our financial services division, you will play a crucial role in delivering exceptional results for our clients.The primary responsibility of this position involves working closely with clients to understand...

  • Senior Financial Services Acquisition Specialist

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeBusiness Full time ₹ 8,54,520 - ₹ 12,98,760

    Business Development Associate PositionWe are seeking a highly motivated and results-driven Business Development Associate to drive client acquisition in the US financial services sector.The ideal candidate will be responsible for outbound prospecting, managing a sales pipeline, and nurturing leads to offer specialized financial services including...

  • Senior Operations Manager

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeRiskManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Service Delivery Management LeaderThe ideal candidate will be a seasoned operations expert with 15+ years of experience in managing large-scale financial services and insurance operations.They will bring expertise in wealth management, retail banking, compliance, and risk management functions, along with leadership skills to drive business process...

  • Expert Financial Services Developer

    1 week ago

    Vijayawada, Andhra Pradesh, India beBeeEngineering Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

    Backend Engineering SpecialistA challenging opportunity exists for a skilled Backend Engineer to join our team and take ownership of the backend delivery in a TypeScript/AWS environment. The successful candidate will be responsible for building and extending backend services using TypeScript/Node.js, writing transactional business logic for financial flows,...

  • Senior Financial Expert Position

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeAccountancy Full time ₹ 15,00,000 - ₹ 20,00,000

    Financial Expert Job OpportunityWe are seeking a highly motivated and experienced Financial Expert to join our organization.About the RoleThis is an exciting opportunity for a self-motivated individual who can multitask, work independently, and be proactive in learning and growth.Key Responsibilities:Audit – AS / IND-AS, Internal & Statutory AuditsDirect...

  • Financial Services Coordinator

    6 days ago

    Vijayawada, Andhra Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 60,00,000

    Job Title: Financial Services CoordinatorOverview:We are seeking a detail-oriented and highly organized Financial Services Coordinator to manage statutory filings, ensure compliance with regulatory requirements, and prepare financial statements.Key Responsibilities:Manage the filing of statutory forms and returns with regulatory bodies.Monitor changes in...

  • Chief Financial Expert

    1 week ago

    Vijayawada, Andhra Pradesh, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 13,00,000

    Accountant Job DescriptionThis position is an exciting opportunity to join a dynamic team as a financial expert. The ideal candidate will have extensive knowledge of general accounting operations and be responsible for controlling and verifying financial transactions.Key Responsibilities:Verify, allocate, post, and reconcile accountsProduce accurate and...

  • Senior Financial Expert

    1 day ago

    Vijayawada, Andhra Pradesh, India beBeeAccountant Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Financial AnalystAt our organization, we are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team.Financial Reporting:Lead the preparation and finalization of monthly, quarterly, and annual financial statements in compliance with NACAS Accounting Standards and IND AS.Month-End Closure:Manage the entire...

  • Oracle Financial Close and Consolidation Cloud Service Implementation Specialist

    1 day ago

    Vijayawada, Andhra Pradesh, India beBeeFccsFunctionalConsultant Full time ₹ 20,34,000 - ₹ 25,95,000

    Financial Close and Consolidation SpecialistWe are seeking a seasoned expert to lead our implementation of Oracle financial close and consolidation cloud service (FCCS). The ideal candidate will possess extensive knowledge of financial consolidation and close processes, as well as strong technical capabilities in FCCS.The selected professional will be...