Strategic Investment Partnerships

18 hours ago


Allahabad, Uttar Pradesh, India beBeeClient Full time ₹ 1,21,50,000 - ₹ 1,71,00,000
**Investment Solutions Specialist Role Summary**

We are seeking a skilled Analyst – Client Strategy & Solutions to provide analytical, reporting, and client solutions support to serve institutional investors.

As an integral member of our global investment management team, you will partner with Business Development and Product Specialist teams to deliver high-quality solutions to clients worldwide.

  • You will prepare client presentations, pitchbooks, and review materials in collaboration with cross-functional teams.
  • 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.
**Key Responsibilities:**
  • Collaborate with Business Development teams to develop strategic client engagement plans.
  • Support the development of customized solutions for institutional investors.
  • Prepare comprehensive client reports, including financial analysis and market trends.
  • Maintain accurate records and databases to ensure seamless client interactions.

This role offers a unique opportunity to combine investment knowledge, analytical skills, and client service orientation in a dynamic global environment.

**Required Skills & Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 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.

Join our global investment management firm and gain exposure to a wide range of investment strategies while playing a key role in supporting client engagement efforts across regions.



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