Strategic Leader

2 weeks ago

Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000
Job Title: Senior Manager

We are seeking a seasoned Senior Manager to play a key role in our investments team. This hybrid position will be based in Gurgaon, requiring at least three days a week in the office.

Key Responsibilities:
  • Prepare month and quarterly performance reports for clients.
  • Analyze performance of different investment options and overall plans.
  • Communicate with investment and custodians to gather client-specific data for reporting.
  • Manage client communications and reviews, ramp-ups and ongoing transitions.
  • Define, delegate, monitor and participate in employee engagement activities.
  • Mentor and lead a team of analysts across different processes.
  • Own accountability by helping teams troubleshoot issues on projects.
  • Drive Process Improvements.
  • Manage relationships with senior management.
  • Ensure exceptional client experience.
  • Comply with all internal policies.
  • Provide timely updates to stakeholders.
Requirements:
  • A minimum of 8+ years of relevant experience.
  • Graduate or Master's degree in finance (in addition to accounting, economics or mathematics).
  • Knowledge of Python and SQL programming languages.
  • Strong understanding and proper usage of investment-related terminology in written and verbal communication in English.
  • Experience in analyzing investment portfolios or researching investment managers located outside of India.
  • Computations of returns (money weighted / time weighted) for Defined Benefit and NFP clients.
  • Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution.
  • Good command of MS Office applications (MS-Excel, MS-Word, PowerPoint).
  • Problem-solving skills and attention to detail.
  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment.

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