Global Investment Strategist

1 day ago

Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 14,64,900 - ₹ 21,47,300
Investment Solutions Professional

We are a leading global investment management firm that combines financial theory, data-driven research, and technology to deliver innovative solutions for clients worldwide.

  • We serve some of the world's largest institutional investors including pension funds, sovereign wealth funds, endowments, foundations, and private wealth clients.

In this role, you will provide analytical reporting and client solutions support to help serve our clients. As an Investment Solutions Professional, your key responsibilities will include partnering with our global Business Development team to prepare client presentations, pitchbooks, and review materials.

  • You will assist in drafting and reviewing Requests for Proposals Due Diligence Questionnaires and investor information requests.
  • You will coordinate the distribution of research white papers, event invitations, and webinar materials to clients and prospects.

To be successful in this position, you will need strong proficiency in PowerPoint and Excel knowledge of Python or SQL is a plus. You must also have a Bachelor's degree in Finance Economics Business or a related field.

This role offers exposure to a wide range of investment strategies and plays a key role in supporting client engagement efforts across regions. You will have the opportunity to combine investment knowledge, analytical skills, and client service orientation in a global environment.

The ideal candidate will be eager to learn and grow with our organization, demonstrating a keen interest in investment concepts such as portfolio theory asset allocation and risk/return analysis.

Key Skills:

  • 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.

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