Data-Driven Investment Solutions Professional

1 day ago


Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Quantitative Product Specialist

We are seeking a skilled professional to join our investment team and support global strategies spanning macro, alternatives, specialized investments, and tax benefit solutions. This is a hybrid role that combines quantitative and analytical support with client-facing responsibilities.

The ideal candidate will have excellent academic credentials in a quantitative, technical, finance, or economics discipline and 2+ years of relevant experience in investment management, asset management, consulting, or financial services.

  • Key Responsibilities:
  • Analytical & Technical
    • Work with large and complex datasets to produce custom portfolio analysis, factor attribution, and performance monitoring.
    • Use existing backtesters and reporting tools to support business development and client requests.
    • Maintain and enhance reporting infrastructure and codebases, anticipating updates as strategies evolve (e.g., new asset classes or sub-strategies).
    • Develop tools and dashboards in Python/SQL to improve efficiency, accuracy, and data delivery.
  • Product & Client Support
    • Partner with senior product specialists to create and refine client-facing materials including pitchbooks, portfolio reviews, and RFP responses.
    • Translate complex quantitative insights into clear, client-relevant narratives.
    • Respond to client and investor queries with well-structured, data-backed analysis.
    • Collaborate across global research, trading, portfolio management, and business development teams.
Requirements
  • Excellent academic credentials in a quantitative, technical, finance, or economics discipline.
  • 2+ years of relevant experience in investment management, asset management, consulting, or financial services.
  • Strong understanding of portfolio theory, risk/return concepts, and investment structures.
  • Proficiency in Python (pandas, NumPy, matplotlib/seaborn) and SQL; comfort with Excel and PowerPoint.
  • Demonstrated ability to analyze intricate datasets and produce insights tailored to audience and business objectives.
  • Strong written and verbal communication skills; ability to simplify complex technical concepts.
Who We Are Looking For
  • Detail-oriented, organized, and able to manage multiple deadlines in a high-demand environment.
  • A problem solver with the confidence to work independently and collaborate across global teams.
  • Mature, thoughtful, and able to operate effectively in a team-oriented culture.
  • Client-focused, resourceful, and intellectually curious with a passion for financial markets.
  • Self-motivated with the integrity, ownership, and drive required to thrive in a fast-paced, analytical environment.


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