Financial Strategist

2 days ago


Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

About this Role:

We are seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will play a key role in analyzing and closing investment opportunities.

Key Responsibilities:

  • Analyze potential investment opportunities and present them to the investment committee
  • Evaluate macro and micro economic factors impacting target companies
  • Prepare detailed investment memos for presentation to the investment committee
  • Negotiate transaction documents with external agencies and lawyers
  • Monitor investee companies post-investment and take corrective action if needed
  • Prepare internal discussion memos for investment appraisal of investee companies
  • Take recovery steps for realization of invested amount if required
  • Communicate with investors on various matters

Requirements:

  • Chartered Accountant (CA) or MBA qualification
  • 0-5 years of experience in debt investments/credit evaluation
  • Strong understanding of financial statements
  • Knowledge of relevant laws and regulations
  • Proficiency in MS-Excel and MS-PowerPoint
  • Strong analytical and quantitative skills
  • Working knowledge of various databases

About Our Team:

We are a leading provider of private credit solutions, delivering value and impact across the business and with our clients.



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