Strategic Investment Professional

9 hours ago

Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 1,50,00,000

As a key member of our global investment management team, you will play a pivotal role in delivering exceptional client service and solutions.

Location: Bangalore

Level: Analyst (0–3 years experience)

About the Role

We are seeking an experienced professional to join our Client Strategy & Solutions team. As an Analyst – Client Strategy & Solutions, you will work closely with our global Business Development team to provide analytical support and client solutions to help serve some of the world's largest institutional investors.

This position is based in Bangalore and is designed for individuals who are eager to combine investment knowledge, analytical skills, and client service orientation in a global environment.

Key Responsibilities

  • 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.

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 0.6 –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.

Who You Are

  • Hard-working and eager to learn in a collaborative, intellectually rigorous environment.
  • Self-starter with the ability to work independently while coordinating with global colleagues.
  • Analytical and resourceful, 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.

Apply now if you are excited to develop your career at the intersection of investments, analytics, and client solutions.

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