CareerPlan

Business Support Specialist – Investment Managers, AVP

Mumbai, Nirlon Knowledge Park, INFull-time2026-10-29 → 2026-11-11
Based in India

Core

Business Support Specialist acting as a trusted partner to Emerging Markets Investment Managers, providing business management, analytics, sales enablement, and operational support.

Role type

Senior IC business support specialist (wealth management)

Builds

Management information, portfolio review materials, investment content, and business analytics for Emerging Markets franchise

Domain

Wealth Management / Investment Management / Emerging Markets

Deliverable

dashboards & analysis

Required skills

Portfolio analysis, business reporting, data visualization, presentation creation, stakeholder coordination, regulatory compliance, MS Office (Excel/PowerPoint), AI tool proficiency

Preferred skills

Data visualization tools, AI-enabled productivity tools, cross-geography collaboration

Responsibilities

Prepare portfolio review and client discussion materials; conduct market and macroeconomic research; support investment campaigns and business initiatives; produce management dashboards and performance reports; maintain audit trails and documentation; support governance and risk activities

Seniority

Senior, hands-on IC