Global Investment Professional

2 weeks ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 23,00,000 - ₹ 26,10,000

Seeking a skilled professional to join our team as an Investment Solutions Specialist.

  • Combining financial theory, data-driven research, and technology to deliver innovative investment solutions worldwide.

We are dedicated to building long-term partnerships with clients through our global investment management firm. Our strategies span equities, alternatives, multi-asset, and customized solutions for institutional investors.

The Analyst – Client Strategy & Solutions role is designed for individuals who want to combine investment knowledge, analytical skills, and client service orientation in a global environment. You will work closely with our Business Development team to provide analytical, reporting, and client solutions support.

Key Responsibilities:

  • Partner with global teams to prepare client presentations and review materials.
  • Draft and review Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
  • Coordinate the distribution of research materials to clients and prospects.
  • Support senior team members in scheduling client meetings and investor conference calls.
  • Manage consultant and sales databases, including performance data and product information.
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.

Qualifications:

  • 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.
  • Proficiency in Microsoft Office, particularly 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.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.

  • Global Investment Promotion Specialist

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 25,00,000

    Job DescriptionWe are seeking a highly skilled professional to drive investment promotion and economic development projects. As the strategic interface between international governments/EDOs and potential investors, you will engage C-level executives, identify new business investment opportunities, and offer compelling propositions that enable Indian...

  • Global Marketplace Performance Marketing Professional

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeMarketing Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title:Global Marketplace Performance Marketing ProfessionalWe are seeking a skilled professional to drive sales growth, manage campaigns, and improve return on investment (ROI) on global marketplaces like Amazon and other e-commerce platforms.

  • Forex Investment Professional

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,20,00,000

    Forex Investment SpecialistJob Overview:We are seeking a highly skilled Forex Investment Specialist to join our team. As a key member of our organization, you will be responsible for evaluating and executing transactions efficiently using your strong knowledge of financial markets and forex trading. Main Responsibilities:Evaluate and execute transactions...

  • Data-Driven Investment Solutions Professional

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Quantitative Product SpecialistWe are seeking a skilled professional to join our investment team and support global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions. This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities.The ideal candidate will have excellent...

  • Lead Investment Professional

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

    Investment Analyst PositionWe are seeking a talented individual to fill the Investment Analyst role. The selected candidate will have the opportunity to engage in cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.The ideal candidate will work on multiple mini-projects across various functional...

  • Senior Venture Capital Investment Professional

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeAnalyst Full time ₹ 7,50,000 - ₹ 25,00,000

    Venture Capital Role:Samarthya is an early-stage venture capital firm that invests in high-potential startups. Our focus areas include deeptech, defencetech, AI, and cleantech.We work closely with founders to scale businesses and provide strategic insights, access to a global network of experts, and operational support.About the Position:We are seeking a...

  • Deep Tech Investment Professional

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Job SummaryWe are seeking a seasoned Investment Expert to spearhead our DeepTech startup investments. This role requires a highly analytical and research-driven individual who can evaluate emerging startups and identify growth opportunities.Key ResponsibilitiesEvaluate DeepTech startups for investment potential, focusing on technology readiness, business...

  • Financial Analyst

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeInvestmentBanking Full time US$ 7,00,000 - US$ 25,00,000

    About Our Investment Banking CareerWe offer a global, full-service investment banking and securities firm with extensive industry knowledge across a range of products and services in various regions.

  • Senior Investment Strategist

    2 weeks ago

    Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Job OverviewWe are seeking a seasoned investment professional to join our team as a Senior Investment Strategist.This is a part-time remote role on contract basis that requires a strong analytical mindset and excellent communication skills.Key Responsibilities:Analyze financial reports and market trends to inform strategic investment decisions.Evaluate and...

  • Chief Investment Strategist

    1 week ago

    Bareilly, Uttar Pradesh, India beBeeResearch Full time ₹ 40,00,000 - ₹ 60,00,000

    Investment Research LeaderWe seek an experienced leader to manage our investment research practice and drive growth through new products and services.Key Responsibilities:Manage the investment research practice with profit and loss responsibility.Identify opportunities for growth through new products and services or market entry.Lead delivery teams to...