Senior Investment Analyst

3 hours ago


Cochin, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000
Strategic Financial Expert Sought

We are searching for a results-driven and experienced financial analyst to spearhead our team's performance. The ideal candidate will play a pivotal role in dissecting complex financial data, evaluating investment opportunities, and driving strategic decision-making.

The successful candidate will collaborate closely with senior leadership, portfolio managers, and other stakeholders to drive optimal results and ensure accurate reporting.

Main Responsibilities:
  • Conduct comprehensive financial analysis of diverse investment opportunities across asset classes.
  • Develop and maintain sophisticated financial models for valuation, forecasting, sensitivity, and scenario planning.
  • Prepare detailed investment reports and presentations for senior management and the investment committee.
  • Monitor and report on portfolio performance, key metrics, and market trends.
  • Support budgeting, forecasting, and capital allocation initiatives.
  • Analyze variances between actual and forecasted results, providing actionable insights.
  • Partner with accounting and operations teams to ensure timely and accurate financial reporting.
  • Assist in due diligence for mergers, acquisitions, and other corporate finance transactions.
  • Mentor junior analysts, sharing expertise on advanced financial modeling and analysis techniques.
  • Contribute to process improvements, automation, and implementation of analytical tools.
Key Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA preferred).
  • 5–7 years of experience in financial analysis, investment research, or corporate finance, preferably in an investment company, asset management, or private equity environment.
  • Strong understanding of valuation methodologies (DCF, comparable companies, precedent transactions).
  • Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling software.
  • Familiarity with Bloomberg, Capital IQ, or similar financial databases is advantageous.
  • Exceptional analytical, problem-solving, and presentation skills.
  • Ability to thrive in a fast-paced environment and manage multiple priorities under tight deadlines.
  • Effective communication skills and ability to collaborate with cross-functional teams.


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