Investment Specialist

Job Summary

The Investment Specialist will serve as a key representative of the investment team in client and investor interactions. This role involves collaborating closely with the Channel Sales team to clearly communicate the firm’s investment philosophy, strategies, portfolio positioning, and market outlook. The incumbent must possess strong investment expertise and a comprehensive understanding of the investment process, enabling them to engage clients at a detailed and technical level. Additionally, excellent communication and relationship-building skills are essential for this client-facing position. The Investment Specialist will support sales professionals during client meetings by providing in-depth investment perspectives to build conviction and explain strategies thoroughly.

Responsibilities

• Represent the investment team in client and investor meetings, articulating investment philosophy and strategies.
• Collaborate with the Channel Sales team to align messaging and support sales efforts.
• Provide detailed, technical investment insights to clients to foster understanding and confidence.
• Act as an extension of the investment team during client engagements, supporting sales professionals.
• Explain portfolio positioning and market views clearly and convincingly.
• Build and maintain strong client relationships through effective communication and expertise.

Qualifications

• Minimum 8 years of relevant experience in investments, research, fund management, or investment advisory.
• Deep understanding of the investment process and portfolio management.
• Strong technical knowledge of investment strategies and market dynamics.
• Excellent communication and interpersonal skills for client-facing interactions.
• Ability to translate complex investment concepts into clear, client-friendly language.
• Proven relationship-building skills with clients and internal teams.
• Educational qualifications typically include a degree in Finance, Economics, Business, or related fields (e.g., BSc, MBA, CFA preferred).

Experience

• 8+ years of relevant experience across investments, research, fund management, or investment advisory roles.
• Experience working closely with sales or client-facing teams is highly desirable.

Environment

• Location: Mumbai
• The role involves frequent client interactions and collaboration with sales teams.
• Likely a hybrid or in-office setting to facilitate client meetings and team coordination.

Reporting

• Reports directly to Samir Vora, Chief Executive Officer.