Financial Expert

4 days ago


Surat, Gujarat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Job Summary:

We are seeking a skilled Investment Professional to join our team. As an Investment Analyst, you will play a key role in driving our company's growth strategy and contributing to the expansion of our market presence.

About the Role:

  • You will work closely with our Investment Team to identify and nurture new business opportunities in the private debt space.
  • You will build and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing.
  • You will draft and develop client business overviews and investment memoranda.
  • You will review client financial information and analyze financial statements.
  • You will build and maintain financial models, including integrated 3-way models, P&L, cash flow, and balance sheet.
  • You will coordinate lender interactions with clients.
  • You will maintain project plans and adhere to internal service level agreements.
  • You will stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.

Requirements:

  • You should have experience in financial modeling, cash flow, and financial statement analysis.
  • You should be able to prepare high-quality marketing, investment, and credit papers with concise synthesis of diverse information.
  • You should have excellent written and verbal communication skills for strong relationship-building.
  • You should have strong problem-solving, organizational, and collaboration skills.
  • You should be able to work independently and in a team within a fast-paced, dynamic environment.


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