Expert Investor

1 day ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Job Opportunity: Investment Expert

We are seeking a highly skilled Investment Expert to join our team. This is a client-focused role, where you will work closely with our investment team and be responsible for identifying and nurturing new business opportunities in the private debt space.

The ideal candidate will have experience in financial modeling, cash flow, and financial statement analysis, as well as excellent written and verbal communication skills. You will also have the ability to work independently and in a team within a fast-paced, dynamic environment.

Key Responsibilities:

  • Build and maintain strong relationships with clients and lender partners
  • Drafting and development of client business overviews and investment memoranda (IMs)
  • Reviewing client financial information and analysis of financial statements
  • Building and maintaining financial models (integrated 3-way models including profit and loss, cash flow, and balance sheet)
  • Coordinating lender interactions with clients
  • Maintaining project plans and adhering to internal service level agreements
  • Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients

Requirements:

  • Bachelor's degree in business finance or related field
  • Certified Financial Analyst (CFA) certification (desired)
  • Chartered Accountant (CA) certification (desired)

Why Join Us:

  • We are committed to your growth and provide opportunities for continuous learning and professional development
  • Join a team that values diversity and fosters a culture of collaboration and inclusion
  • Be part of a company that is at the forefront of empowering technology entrepreneurs and making a significant impact in the financial services industry

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