Job Description



Position Overview

We are looking for career-minded professionals with global perspective to join the Mumbai based Integrated Marketing Services team as a Consultant Database Specialist. The role specifically supports the completion and maintenance of information in consultant databases. Information is entered on quarterly basis for strategies and funds across the Client's IM platform, for global and regional consultants. Consultant Database Support Specialists work with firm systems, databases, and resources to source quantitative and qualitative data, complete drafts for review by investment strategy specialists, and help maintain stock language in our database. Members work in a fast paced, collaborative team environment.


The successful candidate should have experience in or knowledge of the investment management industry, experience with consultant databases (evestment, Omni portal, Mercer, etc.) and Qvidian.

Key Responsibilities

  • Work closely with a dedicated team of professionals whose primary responsibilities are to manage the consultant database efforts.
  • Completion of questionnaires/databases, including compiling existing language, creating new language as needed, strategy set ups, review of quantitative data for accuracy, reviewing documents to ensure high quality, error-free final product and to ensure all databases are completed on a timely basis.
  • Work across the global Client IM Business Development teams located in North America, Europe, and Asia.
  • Contribute to ongoing quality and efficiency improvements.


Key Skills

  • Working knowledge of investment management industry.
  • Good Communication skills
  • Excellent project and time management skills.
  • Superior writing, editing and proofreading skills.
  • Ability to focus on small details while maintaining larger picture.
  • Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines.


Position Requirements:

  • Bachelor’s degree
  • Proficiency in MS Word and MS Excel, Experience with Qvidian preferred
  • Minimum of three years of industry experience
  • Key attributes include commitment, team spirit, and collaboration



Level: Associate