Financial Consultant

1 day ago

Mumbai, Maharashtra, India beBeeInvestment Full time US$ 90,000 - US$ 1,20,000
Job Description

We are seeking a talented individual to join our investments team. This role will be based in Mumbai and is a hybrid position requiring at least three days of office work per week.

This opportunity involves providing dynamic consulting support to global client teams, generating regulatory and governance reports, cash flow advice, and research work for new fund managers. The role also entails drafting ESG compliant reports.

This position will be multifaceted and fluid, requiring an individual with diverse experience across investment research, fund performance indicators, consulting work, and project management. Core skills will include fund research and analysis, pension reporting, middle office services, business development, relationship & stakeholder management, and leadership skills.

Key Responsibilities:

  • Bespoke Consulting - Support senior consultants in preparing presentations and client deliverables. This includes editing, quality control, and finalization of client-related documents.
  • Reporting – the team distributes a suite of reports to the business on a monthly/quarterly/ad-hoc basis. The successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner.
  • Research – Undertake research on Fund managers and undertake project work on traditional and alternative asset classes.
  • Analysis – Collect and create search work for Investment managers. Articulate outcome of investment analysis in form of reports or slides in a succinct manner.
  • Work in partnership with internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and professionalism at all times.
  • Take ownership of team processes while being conscious of the risk of error and ensuring appropriate controls and checks are in place to achieve consistently excellent results.

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