Global Investment Specialist

12 hours ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
About the Role

As a Investment Solutions Specialist, you will be part of a dynamic team that drives innovation and excellence in investment management. This role offers a unique opportunity to combine analytical skills, client service orientation, and investment knowledge in a global environment.

This position is based in Bangalore and requires collaboration with our global Business Development team to provide analytical, reporting, and client solutions support to serve some of the world's largest institutional investors.

The successful candidate 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 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.
Required Skills and 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.
Benefits and Opportunities:
  • 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.

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