Strategic Investment Analyst

2 weeks ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Description

We are seeking an Analyst to work closely with our global Business Development team. In this role, you will provide analytical support to help serve institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private-wealth clients.

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. You will gain exposure to a wide range of investment strategies and play a key role in supporting client engagement efforts across regions.

Key Responsibilities
  • Partner with global Business Development 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.
Benefits

In this role, you will have the opportunity to develop your career at the intersection of investments, analytics, and client solutions, while supporting global teams in delivering world-class service to institutional investors.

You will gain exposure to a wide range of investment strategies and play a key role in supporting client engagement efforts across regions.

Who We Are Looking For
  • 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 about this opportunity to join our team and make a meaningful contribution to our success.

  • Investment Analyst

    1 week ago

    Vadodara, Gujarat, India Job Listings by Babblebots Full time

    Job Posting for SINE IIT BombayRole: Investment Analyst - DeepTech StartupsLocation: Powai, MumbaiExperience: 2-5 yearsAbout:Y-Point is a DeepTech-focused venture capital fund sponsored by SINE, IIT Bombay. We invest in transformative startups emerging from India's top research institutions-such as IITs, IISc, and IIITs-across sectors including:- Artificial...

  • Mumbai Investment Analyst

    1 week ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,02,00,000

    Investment Role SummaryWe are seeking a highly motivated and detail-oriented investment analyst to join our team. In this role, you will conduct thorough financial analysis and modeling to identify potential investment opportunities.The ideal candidate will have strong analytical skills, excellent written and verbal communication skills, and the ability to...

  • Strategic Investment Advisor

    2 weeks ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000

    Investment AnalystAbout the Role:We are looking for a detail-oriented and analytical Investment Analyst to join our team.Your primary responsibilities will include:Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare...

  • Senior Investment Analyst

    1 week ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 17,50,000

    Investment Analysis LeadLead comprehensive analysis and research support throughout the investment decision-making, risk management, and investment monitoring process.Key Responsibilities:Assist with institutional investing activities across geographies, including data collection, strategy research, portfolio construction, and performance analytics...

  • Expert Commercial Real Estate Investment Analyst

    2 weeks ago

    Vadodara, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Commercial Real Estate Analyst Job OpportunityWe are seeking an experienced Commercial Real Estate Analyst to join our team. The ideal candidate will have a strong accounting and finance background, including expertise in handling financial statements, modeling, and budgeting.The successful candidate will have hands-on experience in hospitality real estate...

  • Strategic Research Analyst

    2 weeks ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Research Investment InsightsWe are seeking a detail-oriented professional to conduct in-depth research and analysis, providing actionable investment and strategic insights for Indian Equities.

  • Senior Investment Analyst

    2 weeks ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    We are seeking a highly skilled Investment Specialist to join our team. The ideal candidate will have a proven track record of analyzing investment opportunities and making informed decisions.Key Responsibilities:Deal Analysis: Conduct thorough analysis of investment deals, including financial modeling and risk assessment.Loan Portfolio Management: Oversee...

  • Senior Financial Investment Strategist

    1 week ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

    Finance Investment AnalystThis role is for a highly skilled and experienced Finance Investment Analyst. The position involves analyzing annual reports and SEC documents to inform investment decisions.The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to work independently. They should also possess...

  • Junior Investment Professional

    1 week ago

    Vadodara, Gujarat, India beBeeAnalyst Full time ₹ 5,00,000 - ₹ 10,00,000

    Investment Analyst RoleWe are seeking a talented Junior Investment Analyst to join our organization.The ideal candidate will be responsible for identifying new investment opportunities and monitoring our existing portfolio companies. They will conduct financial analyses, develop financial models, and conduct industry and market research.Key...

  • Leading Investment Research Specialist

    1 week ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Portfolio Research AnalystWe are seeking an experienced Portfolio Research Analyst to join our team. This is a challenging and rewarding role that requires strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities:Conduct thorough portfolio analysis and rebalancing to optimize asset allocation and manage...