Solutions Expert for Global Clients

3 days ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

Unlock Your Potential as a Investment Solutions Specialist

About the Opportunity

We are seeking an experienced and analytical professional to join our global Business Development team. As an Investment Solutions Specialist, you will play a key role in providing client solutions support to institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private-wealth community.

This position is designed for individuals who are eager to combine investment knowledge, analytical skills, and client service orientation in a global environment. You will gain exposure to a wide range of investment strategies and collaborate closely with senior team members to develop innovative solutions for clients worldwide.

Key Responsibilities
  • Partner with Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials.
  • 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.
  • Support senior team members in scheduling and coordinating client meetings and investor conference calls.
  • Manage and maintain consultant and sales databases (e.g., performance data, flows, product information).
  • Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Required Skills and 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.
  • 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.
  • Excellent written and verbal communication skills; able to draft professional client-facing materials.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
Benefits
  • Collaborative and intellectually rigorous work environment.
  • Opportunity to work closely with global colleagues and contribute to client engagement efforts across regions.
  • Professional development opportunities and training programs.
Who You Are
  • A hard-working and analytical individual with a passion for investment management.
  • Self-starter with the ability to work independently while coordinating with global colleagues.
  • Resourceful and highly organized, with strong problem-solving skills.
  • Client-focused mindset, with integrity and professionalism in all deliverables.
  • Well-organized and detail-oriented, capable of thriving in a fast-paced environment.

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