Investment Solutions Expert

2 hours ago

Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

We are seeking a skilled professional to work closely with our global Business Development team.

In this role, you will provide analytical 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.

Key responsibilities include:

  • Partnering with global teams to prepare client presentations and pitchbooks.
  • Drafting and reviewing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs).
  • Coordinating the distribution of research materials to clients and prospects.
  • Supporting senior team members in scheduling client meetings and investor conference calls.

Required qualifications include:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 0.6 –3 years of experience in investment management, consulting, 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.

To succeed in this role, you should be:

  • A hard-working and analytical individual with excellent problem-solving skills.
  • A self-starter with the ability to work independently and coordinate with global colleagues.
  • A client-focused professional with integrity and professionalism in all deliverables.

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