Expert Investment Manager

2 days ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,75,00,000 - ₹ 3,25,00,000
Investment Management Expert Role

We are seeking a highly motivated and experienced professional to join our Investments team. This hybrid role will be based in Gurgaon, with a requirement of working at least three days a week in the office.

About the Role:

This is a challenging and rewarding opportunity for a skilled individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative environment.

  • Develop asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the Strategic Research Group
  • Prepare Portfolio evaluation reports detailing market performance, investment results, style exposures, and recommendations for portfolio rebalancing
  • Assess the performance of fund/investment strategies, linking the performance with market/economic developments and the investment process of the asset managers
  • Making recommendations to clients basis the manager search and selection for various investment strategies – US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG
  • Review and amend investment policy statements
  • Author research papers on macro/micro economic environment and Investment industry trends
  • Provide research support on client requests including ESG, Style Analysis, Asset Class Trends
Key Responsibilities:
  • Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
  • Project management, work allocation, real-time capacity management, peer review, training, and development of team members
  • Liaison with stakeholders to build relationship for service delivery management
  • Play anchor role for all strategic projects and provide directions to the team
  • Prepare and manage KPIs and handle escalations
  • Participate in defining strategic priorities for the business
  • Foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities
Requirements:
  • Relevant bachelor's or master's degree in finance or economics with demonstrated academic achievement
  • Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines
  • Proficient understanding of Wealth Management, Investment Management industry, and asset classes (equity, fixed income, and alternatives)
  • Minimum experience of at least 8 years in the financial services industry
  • Ability to understand the link between data, client needs, and its application to the 'bigger picture.'
  • Proven organizational and project management skills, including the ability to manage multiple stakeholders
  • Excellent written and verbal communication skills, capable of influencing diverse audiences
  • High level of self-motivation, ownership, initiative, and exceptional attention to detail
  • Exceptional interpersonal, organizational, business communication, and time management skills
  • Leadership skills with the ability to manage diverse teams
  • Strong logical and analytical skills with attention to details

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