Chief Investment Strategist

4 days ago

Guntur, Andhra Pradesh, India beBeeInvestment Full time ₹ 19,00,000 - ₹ 25,00,000

Job Opportunity

We are seeking a highly skilled and experienced Investment Manager to join our team. As an Investment Manager, you will play a critical role in growing our staff by securing new investments and managing existing ones.

Key Responsibilities:

  • Build and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
  • Drafting and development of client business overviews and investment memoranda
  • Reviewing client financial information and analysis of financial statements
  • Building and maintaining financial models (integrated 3-way models including P&L, cash flow, and balance sheet)
  • Coordinating lender interactions with clients
  • Maintaining project plans and adhering to internal SLAs
  • Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients
  • Working closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement

Required Skills and Qualifications:

  • Financial modelling, cash flow analysis
  • Financial statement analysis
  • Preparation of high-quality marketing, investment, and/or credit papers with an ability to synthesise and concisely present information from a diverse range of sources
  • Bachelor's or Master's degree in Finance, or a related field
  • Minimum 7 years of experience in Debt/equity advisory/PE/VC investment
  • MBA/Advanced degree/CFA/CA preferred
  • Preferred experience with front-office banking or research & analysis roles in commercial, corporate, and institutional banking

Benefits:

  • Professional Development: We provide opportunities for continuous learning and professional development, helping you advance your career
  • Collaborative and Inclusive Work Environment: Join a team that values diversity and fosters a culture of collaboration and inclusion, where your ideas and contributions are valued
  • Impactful Work: Be a part of a company that is at the forefront of empowering SMEs and making a significant impact in the financial services industry

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