Financial Portfolio Analyst

13 hours ago


Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Investment Solutions Specialist

We are seeking a talented and experienced Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, you will have the opportunity to develop your career at the intersection of investments, analytics, and client solutions.

Key Responsibilities:
  • Partner with global 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.

We offer a collaborative and dynamic work environment where you can grow and make an impact. If you are passionate about investments and client solutions, we encourage you to apply for this exciting opportunity.



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