Financial Specialist

2 days ago

Davangere, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Job Title: Financial Specialist

We are seeking a results-driven professional to join our team as a Financial Specialist. This client-focused role will involve 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.

Key Responsibilities:

  • Establish and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
  • Draft high-quality client business overviews and Investment Memoranda (IM's)
  • Analyze client financial information and review financial statements.
  • Develop and maintain complex financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)
  • C coordinate lender interactions with clients.
  • Maintain project plans and adhere to internal service level agreements
  • Stay up-to-date with industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.
  • Collaborate with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.

Requirements:

  • Financial modeling, cash flow, and financial statement analysis expertise.
  • Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information.
  • Excellent written and verbal communication for effective relationship-building.
  • Strong problem-solving, organizational, and collaboration skills.
  • Ability to work independently and in a team within a fast-paced, dynamic environment.

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