Financial Expertise Developer

4 days ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
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. Our strategies span equities, alternatives, multi-asset, and customized solutions.

The role of Analyst – Client Strategy & Solutions involves working closely with our global Business Development team. You will provide analytical, reporting, and client solutions support to help serve some of the world's largest institutional investors.

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 play a key role in supporting client engagement efforts across regions.

  • Partner with global 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.

Key qualifications include:

  • 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.

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