Finance Specialist

1 day ago

Malappuram, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Overview

This is an exciting opportunity to join a dynamic investment firm where you will play a key role in supporting our investor clients. As a member of our team, you will work closely with top-tier entrepreneurs and operators to drive deal success.

We are looking for a highly organized and proactive individual who is passionate about disrupting the finance industry and has a strong understanding of investment and financial concepts.

This is an excellent chance to develop your skills and experience in finance, consulting, investor relations, or account management while working on a wide range of acquisition opportunities and deal structures.

Key Responsibilities:
  • Support Investor Accounts
  • Serve as the primary point of contact for investors, especially those evaluating or acquiring businesses.
  • Coordinate Diligence Activities
  • Facilitate smooth information flow between sellers, investors, and internal teams to ensure all diligence items and next steps are on track.
  • Track Deal Progress
  • Monitor acquisition timelines, investor activity, and deal milestones using internal systems and CRM tools.
  • Provide Light Financial Review
  • Assist with reviewing financial summaries, business profiles; coordinate follow-ups with internal finance or diligence teams.
  • Maintain Accurate Records
  • Update and manage investor-related data and communications in CRM and reporting tools.
  • Ensure High-Quality Communication
  • Help prepare investor updates, responses, reports. Ensure professional, prompt communication reflecting excellence.
Requirements:
  • 1 to 5 years of experience in finance, consulting, investor relations, or account management
  • Based in India, with strong English communication skills (verbal and written)
  • Exposure to working with U.S. or Western clients preferred
  • Understanding of investment and financial concepts, such as due diligence, EBITDA, cash flow
  • Comfortable working with data, organizing information, following structured workflows
  • Highly organized, proactive, detail-oriented, with strong follow-up discipline
  • Willingness to work in fast-paced, entrepreneurial environment across time zones
Benefits:
  • Opportunity to join fast-growing investment firm working with top-tier entrepreneurs and operators
  • Exposure to wide range of acquisition opportunities and deal structures
  • Long-term growth path into senior roles in investor operations, account management, or M&A support
  • Remote work flexibility with global team valuing integrity, accountability, and entrepreneurial thinking

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