Investment Solutions Specialist

Analyst – Client Strategy & Solutions - Investment Management

Location : Bangalore, India

Level : Analyst (0–3 years experience)

About the Firm

We are a leading global investment management firm that combines financial theory, data-driven research, and technology to deliver innovative solutions for clients worldwide. Our strategies span equities, alternatives, multi-asset, and customized solutions , and we serve some of the world’s largest institutional investors — including pension funds, sovereign wealth funds, endowments, and foundations — as well as private wealth clients.

With a strong culture of collaboration, intellectual rigor, and innovation , the firm is committed to building long-term partnerships with clients while fostering an environment where talented professionals can grow and make an impact.

About the Role

We are seeking an Analyst – Client Strategy & Solutions to work closely with our global Business Development team. In this role, you will provide analytical, reporting, and client solutions support to help serve some of the world’s largest institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and the private-wealth community.

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 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 , while supporting global teams in delivering world-class service to institutional investors.