Strategic Financial Consultant

11 hours ago


Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 72,00,000 - ₹ 1,20,00,000
Financial Analyst Job Opportunity

We are seeking a skilled Financial Analyst to join our global Business Development team.

  • Prepare client presentations, pitchbooks, and review materials in collaboration with cross-functional teams.
  • Support the drafting and reviewing of 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.
  • Assist senior team members in scheduling and coordinating client meetings and investor conference calls.
  • Manage consultant and sales databases, including performance data, flows, and product information.
  • Provide analytical support, including portfolio data summaries and performance tracking.
Requirements:
  • 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 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; ability to draft professional client-facing materials.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
Benefits:

As a member of our global Business Development team, you will have the opportunity to work closely with our colleagues and contribute to the success of our organization.

What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for growth and development.
  • A competitive compensation package.


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