Alternative Investment Expert

2 weeks ago

Bellary, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000
We are seeking a highly skilled and experienced Investment Specialist to join our team. The successful candidate will be responsible for analyzing investment opportunities, performing due diligence, and providing recommendations to senior management.Job Description:The Investment Specialist will be responsible for conducting market research, gathering data on potential investments, and evaluating the risks associated with each opportunity. They will also be responsible for creating detailed reports and presentations to present to senior management and stakeholders.Required Skills and Qualifications:
  • 2+ years of experience in investment analysis or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Ability to work well under pressure and meet deadlines
  • Nice to have: experience with BI tools such as QuickSight or PowerBI
Benefits:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
Others:
  • Deal Analysis
  • Loan portfolio purchases
  • Loan stratification analysis
  • Historical performance reviews
  • Price modeling
  • Credit facilities
  • Forecast modeling
  • Cumulative collections curves
  • Runoff models
  • Other specialty finance opportunities
  • Create investment memos and other research summaries
  • Conduct market research
  • Summarize qualitative and quantitative aspects of the deal
  • Performance Analysis and Valuation Support
  • Track monthly performance of positions
  • Collect and cleanse data tapes and other inputs from external counterparties
  • Track expected vs. actual performance variances
  • Flag and identify deviations from assumptions
  • Assist FinOps team and Valuation Committee in updating valuation models
  • Portfolio Management & Monitoring
  • Monitor covenants, audit support, and review draw requests for compliance
  • Monitor Credit Facility positions on Cascade Debt and excel BBC models
  • Request information from counterparties such as company financials, bank balances
  • Perform data and calculation audits on a rotating quarterly schedule
  • Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
  • Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
  • Help manage and maintain standardized formats and dealroom folders
  • Help maintain CRM, LMS, and other systems
  • Develop internal procedures of the aforementioned processes

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