Senior Investment Manager

2 days ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Opportunity

We are seeking a dynamic Investment Professional to join our team and play a key role in deal execution, client management, and strategic growth.

  • Lead Transaction Management: Oversee end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
  • Execute Deals: Execute deals across mergers and acquisitions, private equity, venture capital, ECM, and DCM.
  • Build Investor Relationships: Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks.
  • Prepare Pitch Decks: Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.
  • Conduct Sector Research: Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.
  • Deliver Presentations: Deliver impactful presentations at investor forums, conferences, and client discussions.
  • Collaborate with Teams: Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Required Skills & Expertise

  • Financial Modelling: Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring.
  • Corporate Finance: Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.
  • Excel & PowerPoint: Advanced Excel & PowerPoint skills for financial models and investor decks.
  • Market Research: Excellent market research, business due diligence, and sector analysis skills.
  • Client Relationship Management: Proven ability in client relationship management and business development.
  • Communication Skills: Strong communication, negotiation, and problem-solving skills.

Qualifications

  • MBA/PGDM in Finance/Strategy from top B-schools preferred.
  • Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
  • Bachelor's degree in Finance, Economics, Commerce, or Business Administration.
  • 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

About the Role

This is an exciting opportunity to join a dynamic team and contribute to strategic growth. If you have a passion for deal execution, client management, and strategic growth, we encourage you to apply.

  • Senior Investment Consultant

    1 day ago

    Surat, Gujarat, India beBeeEconomic Full time ₹ 8,00,000 - ₹ 18,00,000

    Investment Promotion ManagerWe are seeking highly skilled professionals to fill the role of Investment Promotion Manager. This position requires a strong background in government sector and experience in investment promotion.This is a challenging opportunity for individuals who wish to take their career to the next level and contribute to the growth and...

  • Senior Investment Professional

    2 days ago

    Surat, Gujarat, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    Investment Opportunities in Private MarketsPrivate markets investing encompasses a broad range of asset classes, including infrastructure, private equity, and real estate. Our firm seeks a seasoned investment professional to co-manage private markets solutions end-to-end.This role involves partnering with internal teams and external managers to select and...

  • International Investment Promotions Specialist

    1 day ago

    Surat, Gujarat, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000

    Job OverviewWe are seeking a strategic professional to lead our international investment promotion efforts. As an Engagement Manager, you will play a pivotal role in promoting global markets as attractive destinations for Indian companies and conglomerates.You will be responsible for building strong relationships with CXO-level leadership of Indian...

  • Strategic Investment Manager

    15 hours ago

    Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Key Responsibilities:">Develop and implement investment models together with market players to optimize investments.Discuss with local stakeholders and government bodies to ensure support for Fulfillment Center expansions.Establish regular communications with all business owners, including local and central Finance managers, IT, legal, Operations, Facilities...

  • Chief Investment Officer

    17 hours ago

    Surat, Gujarat, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Investment StrategistThe opportunity to work on a high-profile investment project with a leading family office in India is rare and exceptional. This role combines impact, growth, and strategic investing in a unique way.About Our Family OfficeOur family office is a diversified organization with a strong presence in various sectors. Founded on core...

  • Head - Family Office and Investments

    1 day ago

    Surat, Gujarat, India Michael Page Full time

    Job Description- Working with a leading family office in India- This is a rare opportunity at the intersection of impact, growth, and investingJob Description1. Strategic Projects - Promoter Office- Work directly with the Promoter on new initiatives - from concept to execution - across growth, new ventures, and organizational transformation.- Drive agility...

  • Senior Product Visionary for Alternative Investments

    6 hours ago

    Surat, Gujarat, India beBeeProductLeader Full time ₹ 1,80,00,000 - ₹ 2,16,00,000

    Product Leader for Alternative InvestmentsJob DescriptionWe are seeking a Senior Product Professional to lead the development of our product vision, strategy, and roadmap.This individual will work closely with cross-functional teams to deliver innovative solutions that delight customers, meet regulatory requirements, and differentiate us in a competitive...

  • Head - Family Office and Investments

    1 day ago

    Surat, Gujarat, India Michael Page Full time

    Working with a leading family office in IndiaThis is a rare opportunity at the intersection of impact, growth, and investingAbout Our ClientThe company is a diversified Indian conglomerate with a strong presence in textiles, infrastructure, and environmental solutions. Founded in 1980, the group has grown from a textile processing house in Surat to a...

  • Chief Investment Strategist

    1 day ago

    Surat, Gujarat, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,20,00,000

    Investment Portfolio Manager RoleAs a key member of our team, you will play a crucial part in managing investment portfolios, analyzing market trends, and making informed investment decisions.Key Responsibilities:Develop and implement effective investment strategies to drive portfolio performance.Monitor and manage investment risk to minimize potential...

  • Chief Operating Officer

    19 hours ago

    Surat, Gujarat, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Family Office and Investments ProfessionalThis is a rare opportunity at the intersection of impact, growth, and investing with a leading organization in India.Strategic Projects - Promoter OfficePromoter Office SupportWork directly with the Promoter on new initiatives from concept to execution across growth, new ventures, and organizational transformation....