Bulge Bracket Investment Banks

Posted 3 days ago

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**Associate - Alternatives Investment Specialist** in Mumbai drives investment insights, client materials, and business development support.Supports Investment Specialists, managing deliverables across global teams. Key responsibilities include investment analysis, narrative development, client materials, and project coordination. Requires 7+ years in asset management, understanding of alternatives investments, advanced Excel skills, and strong analytical capability. Preferred qualifications emphasize further financial certifications and tool proficiency.

Compensation: Not specified
City: Mumbai
Country: India

Full Job Description

Location: Mumbai, Maharashtra, India

You are a strategic thinker passionate about driving solutions in Investments". You have found the right team

As an Associate within the Investment Specialist Support team, you will partner closely with Investment Specialists to deliver high-quality investment insights, client materials, and performance analysis across alternative strategies.

You will play a key role in translating complex investment information into clear, client-ready content while managing deliverables across stakeholders. This role combines analytical capability, content ownership, and project coordination to support both client servicing and business development efforts.

Job Responsibilities:

Investment Insight and Narrative Development
- Analyze fund and portfolio performance, including attribution across strategies
- Translate investment insights into clear, concise client-facing commentary. Support development of market updates, fund narratives, and other ad-hoc materials
Client Materials and Content Ownership
- Lead preparation of pitchbooks, portfolio reviews, and bespoke presentations
- Ensure consistency, accuracy, and alignment of messaging across materials. Support preparation for client meetings, including briefing notes and follow-ups
Business Development Support
- Partner with Investment Specialists to develop marketing materials and thought leadership
- Contribute to responses for client queries and Requests for Proposal (RFPs).Support product positioning and communication strategies, with a focus on APAC markets
Coordination and Project Management
- Coordinate deliverables across global teams (Investment, Research, Risk, and Marketing). Manage timelines and oversee output quality across multiple workstreams

Required Qualifications, Capabilities, and Skills:

At least 7 years of relevant experience in asset management, investment strategy, or product specialist roles
Strong understanding of alternative investments (hedge funds, multi-strategy, macro)
Advanced Excel and PowerPoint skills
Strong analytical capability, including understanding of risk and return metrics
Excellent written and verbal communication skills, with ability to synthesise complex information
High attention to detail and strong organisational skills
Proactive mindset with ability to manage multiple stakeholders and priorities

Preferred Qualifications, Capabilities, and Skills:

Progress toward or completion of CFA and/or CAIA
Experience working with investment data, reporting systems, or analytics tools
Familiarity with automation tools (e.g., Python) a plus

Partner with investment teams to translate market insights into impactful client content and business growth

Full Job Description

Location: Mumbai, Maharashtra, India

You are a strategic thinker passionate about driving solutions in Investments". You have found the right team

Job Responsibilities:

Investment Insight and Narrative Development
- Analyze fund and portfolio performance, including attribution across strategies
- Translate investment insights into clear, concise client-facing commentary. Support development of market updates, fund narratives, and other ad-hoc materials
Client Materials and Content Ownership
- Lead preparation of pitchbooks, portfolio reviews, and bespoke presentations
- Ensure consistency, accuracy, and alignment of messaging across materials. Support preparation for client meetings, including briefing notes and follow-ups
Business Development Support
- Partner with Investment Specialists to develop marketing materials and thought leadership
- Contribute to responses for client queries and Requests for Proposal (RFPs).Support product positioning and communication strategies, with a focus on APAC markets
Coordination and Project Management
- Coordinate deliverables across global teams (Investment, Research, Risk, and Marketing). Manage timelines and oversee output quality across multiple workstreams

Required Qualifications, Capabilities, and Skills:

At least 7 years of relevant experience in asset management, investment strategy, or product specialist roles
Strong understanding of alternative investments (hedge funds, multi-strategy, macro)
Advanced Excel and PowerPoint skills
Strong analytical capability, including understanding of risk and return metrics
Excellent written and verbal communication skills, with ability to synthesise complex information
High attention to detail and strong organisational skills
Proactive mindset with ability to manage multiple stakeholders and priorities

Preferred Qualifications, Capabilities, and Skills:

Progress toward or completion of CFA and/or CAIA
Experience working with investment data, reporting systems, or analytics tools
Familiarity with automation tools (e.g., Python) a plus

Partner with investment teams to translate market insights into impactful client content and business growth

Associate - Alternatives Investment Specialist

Full Job Description

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Full Job Description

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