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Financial Solutions Professional

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Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,21,50,000
Job Opportunity:

We are seeking a detail-oriented Analyst to join our team. This role involves providing analytical, reporting, and client solutions support to help serve some of the world's largest institutional investors.

About the Position:
  • You will work closely 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.

In this position, you will also be responsible for coordinating the distribution of research white papers, event invitations, and webinar materials to clients and prospects. Additionally, you will support senior team members in scheduling and coordinating client meetings and investor conference calls.

Key Responsibilities:
  1. Manage consultant and sales databases, including performance data, flows, and product information.
  2. Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Requirements:
  • 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.
  • Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
Your Profile:
  • Hard-working and eager to learn in a collaborative environment.
  • Self-starter with 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.