Financial Solutions Specialist

1 day ago

Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000
About Our Role

We are seeking an ambitious professional to join our team as a Financial Solutions Specialist. This position offers the opportunity to work in a dynamic environment, combining investment knowledge, analytical skills, and client service orientation.

Based in Bangalore, this role is designed for individuals who want to 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.

Requirements

  • 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.

Who We Are Looking For

  • Hard-working and eager to learn in a collaborative, intellectually rigorous environment.
  • Self-starter with the ability to work independently while coordinating with global colleagues.
  • Analytical and resourceful, with strong problem-solving skills.
  • Client-focused mindset, with integrity and professionalism in all deliverables.
  • Well-organized and detail-oriented, capable of thriving in a fast-paced environment.

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