Investment Analyst

4 weeks ago


Belgaum, Karnataka, India CES Full time

I am Asheesh Pillay and I'm from Talent Acquisition Team at CES Limited. I came across your profile as we're currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I'd like to tell you a little more about this position and learn a few things about you as well. Are you available for a quick call? If so, I'd be happy to set up a call. I'm also happy to coordinate or answer any questions you may have via Mail/call if you prefer.

Shift Timings: 3:00 PM IST to 12:00 AM IST

Job Title: Analyst/Senior Analyst/Lead - Alternative Investment

Location: Remote

Job Description :

  • 2+years relevant experience
  • Resources will work until 10/10:30am pacific on a daily basis
  • Resources will have direct access to investment & research folders and client's email addresses (if necessary)
  • Need quantitative and qualitative skills sets
  • Good written and verbal communication skills (fluent English)
  • Nice to have: experience with BI tools such as QuickSight or PowerBI
  • Activities
  • Deal Analysis
  • loan portfolio purchases
  • Loan stratification analysis
  • Historical performance reviews
  • Price modeling
  • credit facilities
  • Forecast modeling
  • Cumulative collections curves
  • Runoff models
  • Other specialty finance opportunities
  • Create investment memos and other research summaries
  • Conduct market research
  • Summarize qualitative and quantitative aspects of the deal
  • Performance Analysis and Valuation Support
  • Track monthly performance of positions
  • Collect and cleanse data tapes and other inputs from external counterparties
  • Track expected vs. actual performance variances
  • Flag and identify deviations from assumptions
  • Assist FinOps team and Valuation Committee in updating valuation models
  • Portfolio Management & Monitoring
  • Monitor covenants, audit support, and review draw requests for compliance
  • Monitor Credit Facility positions on Cascade Debt and excel BBC models
  • Request information from counterparties such as company financials, bank balances
  • Perform data and calculation audits on a rotating quarterly schedule
  • Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
  • Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
  • Other
  • Help manage and maintain standardized formats and dealroom folders
  • Help maintain CRM, LMS, and other systems
  • Develop internal procedures of the aforementioned processes


  • Belgaum, Karnataka, India beBeeFinancial Full time ₹ 16,99,528 - ₹ 20,99,955

    Investment analysts play a pivotal role in identifying opportunities and mitigating risks for organizations seeking to invest in emerging health technologies.They utilize advanced analytical skills, financial modeling techniques, and portfolio management expertise to inform investment decisions that drive growth and profitability.The ideal candidate will...


  • Belgaum, Karnataka, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 20,00,000

    Financial Analyst PositionThis role involves working closely with senior investment professionals to provide valuation and monitoring services for portfolio investments. Key responsibilities include initiating/maintaining financial models, preparing valuation memos, and engaging with stakeholders for informed investment decision-making.The successful...


  • Belgaum, Karnataka, India beBeeResearch Full time ₹ 20,00,000 - ₹ 25,00,000

    Investment Research ProfessionalWe are seeking a highly skilled Investment Research Professional to join our team.Job Summary:The ideal candidate will possess 4-6 years of experience in fundamental research, specifically in the metals, power, and chemicals sector.Key Responsibilities:Regularly track the sector, developing an in-depth understanding of the...


  • Belgaum, Karnataka, India beBeeAnalytical Full time ₹ 15,00,000 - ₹ 20,00,000

    Research OpportunityWe are seeking a skilled professional to join our research team as a Senior Research Analyst. The ideal candidate will be responsible for conducting in-depth analysis of various investment products, including mutual funds, portfolio management services, and alternative investment funds.Key ResponsibilitiesConduct quantitative and...


  • Belgaum, Karnataka, India beBeeFundAnalyst Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment Fund Analyst Position OverviewWe seek a meticulous and proactive investment fund analyst to ensure accurate reporting and operational efficiency for hedge fund portfolios.The ideal candidate will be responsible for guaranteeing precise calculations, reconciliations, and settlements across various tasks including NAV, P&L, and cash...


  • Belgaum, Karnataka, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Title: Finance Investment Analyst for LLM Model TrainingAbout the RoleThis is a part-time remote role on contract basis, seeking an experienced Finance Investment Analyst to join our team. The ideal candidate will have 8+ years of experience in US Finance Markets.We are looking for a highly skilled professional with expertise in analyzing annual reports...


  • Belgaum, Karnataka, India beBeefixedincome Full time ₹ 10,00,000 - ₹ 12,00,000

    About this exciting opportunityWe are seeking a highly skilled Fixed Income Securities Analyst to join our team.Job Description:This is an exceptional chance for a talented individual to work with fixed income investments and analysis. The ideal candidate will have a strong understanding of yield to maturity (YTM) and return on investment (ROI), as well as...


  • Belgaum, Karnataka, India beBeeDataAnalyst Full time ₹ 80,00,000 - ₹ 1,80,00,000

    Job Title: Senior Data Analyst PositionAbout the Role:We are seeking a skilled and experienced data analyst to join our team. As a senior data analyst, you will be responsible for analyzing complex data sets, identifying trends, and providing insights to support business decision-making.Your Key Responsibilities Will Include:Developing and maintaining...


  • Belgaum, Karnataka, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 2,10,00,000

    Investment AnalystOverview:We are seeking a skilled Investment Analyst to join our team. This role involves sourcing and researching DeepTech startups, conducting due diligence, and supporting portfolio companies.About the Role:Responsibilities:Sourcing & Research:Identify DeepTech startups and founders across India's academic and research ecosystem.Build...


  • Belgaum, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Our organization specializes in early-stage investments, focusing on consumer businesses and their supporting infrastructure. With over four decades of collective experience, we have successfully collaborated with numerous ventures across various sectors.This is a full-time onsite position based in Mumbai, requiring close collaboration with senior colleagues...