Diligent Financial Strategist

2 weeks ago

Meerut, Uttar Pradesh, India beBeeinvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Key Role: Investment Analyst

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We are seeking an experienced and skilled professional to join our team as an Assistant Manager/Investment Analyst. This dynamic role involves working closely with the Investment Team to identify and nurture new business opportunities in the private debt space, contributing to the expansion of our market presence.

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About the Position:

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  • BUILD STRONG RELATIONSHIPS WITH CLIENTS AND LENDER PARTNERS TO FACILITATE DEBT FINANCING PLACEMENT\
  • DRAFT CLIENT BUSINESS OVERVIEWS AND INVESTMENT MEMORANDA (IM'S)\
  • REVIEW CLIENT FINANCIAL INFORMATION AND ANALYZE FINANCIAL STATEMENTS\
  • BUILD AND MAINTAIN FINANCIAL MODELS (INTEGRATED 3-WAY MODELS INCLUDING P&L, CASHFLOW, AND BALANCE SHEET)\
  • COORDINATE LENDER INTERACTIONS WITH CLIENTS\
  • Maintain project plans and adhere to internal SLAs\
  • STAY AHEAD OF INDUSTRY TRENDS AND PRODUCT OFFERINGS TO EFFECTIVELY COMMUNICATE THE VALUE PROPOSITION OF OUR PRIVATE DEBT SOLUTIONS TO CLIENTS\
  • WORK CLOSELY WITH INTERNAL TEAMS, INCLUDING MARKETING AND INVESTMENT TEAMS, TO ALIGN STRATEGIES AND ENSURE A COHESIVE APPROACH TO CLIENT ENGAGEMENT\
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Requirements:

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  • EXCELLENT FINANCIAL MODELING, CASH FLOW, AND FINANCIAL STATEMENT ANALYSIS SKILLS\
  • PREPARE HIGH-QUALITY MARKETING, INVESTMENT, AND CREDIT PAPERS WITH CONCISE SYNTHESIS OF DIVERSE INFORMATION\
  • EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS FOR STRONG RELATIONSHIP-BUILDING\
  • STRONG PROBLEM-SOLVING, ORGANIZATIONAL, AND COLLABORATION SKILLS\
  • ABILITY TO WORK INDEPENDENTLY AND IN A TEAM WITHIN A FAST-PACED, DYNAMIC ENVIRONMENT\
    • \

Qualifications:

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  • Bachelor's degree in business finance or related field\
  • Certified Financial Analyst (CFA) desirable\
  • Chartered Accountant desirable\
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