Strategic Investment Manager

2 days ago

Rajkot, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Investment Analyst Job Description

I am looking for a skilled Investment Analyst to support our business needs.

Key Responsibilities:
  • Requires 2+ years of experience in Investment Operations
  • Work independently and collaboratively as part of a team
  • Direct access to investment & research folders and client's email addresses (if necessary)
  • Need quantitative and qualitative skills sets
  • Good written and verbal communication skills (fluent English)
  • Nice to have: experience with BI tools such as QuickSight or PowerBI
Activities:
  • Deal Analysis
  • Loan portfolio purchases
  • Loan stratification analysis
  • Historical performance reviews
  • Price modeling
  • Credit facilities
  • Forecast modeling
  • Cumulative collections curves
  • Runoff models
  • 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
  • Other
  • Help manage and maintain standardized formats and dealroom folders
  • Help maintain CRM, LMS, and other systems
  • Develop internal procedures of the aforementioned processes

The ideal candidate will possess strong analytical and problem-solving skills, with the ability to work independently and collaboratively as part of a team.

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