Investment Portfolio Specialist

2 days ago


Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

Job Opportunity: Investment Analyst

The position involves contributing to the investment team's efforts in analyzing potential opportunities, conducting thorough due diligence, and presenting well-researched recommendations to the investment committee.

Key Responsibilities:

  • Conducting in-depth analysis of macro and micro economic factors impacting potential investments
  • Preparation of comprehensive investment memos for the investment committee
  • Collaboration with external agencies and legal professionals to finalize due diligence and transaction documents
  • Ongoing monitoring of investee companies and taking corrective measures as needed
  • Preparing internal discussion memos for investment appraisal purposes
  • Taking proactive steps to improve performance of investee companies and recover invested amounts if necessary
  • Creation and dissemination of communications to investors

Required Skills and Qualifications:

  • Chartered Accountant (CA) or MBA degree
  • 0-5 years of experience in debt investments or credit evaluation
  • In-depth understanding of financial statements
  • Knowledge of Insolvency and Bankruptcy Code and/or SARFAESI
  • Proficiency in MS-Excel and MS-PowerPoint
  • Strong analytical and quantitative skills
  • Working knowledge of various databases


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