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.