Strategic Investment Advisor

1 week ago

Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Expert Role

We are seeking a highly skilled and experienced individual to fill the position of Financial Expert in our organization.

Key Responsibilities:

  • Oversee end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
  • Execute deals across mergers & acquisitions, private equity, venture capital, ECM, and DCM.
  • Develop and maintain strong relationships with various stakeholders, including investors, clients, and industry partners.
  • Prepare comprehensive financial models, pitch decks, business plans, teasers, and CIMs for fundraising purposes.
  • Conduct in-depth sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify potential opportunities.
  • Deliver impactful presentations at investor forums, conferences, and client discussions.
  • Collaborate with legal, tax, and compliance teams to ensure seamless deal structuring and execution.

Requirements:

  • Strong knowledge of financial modeling, valuation (DCF, comparables, precedent transactions), and deal structuring.
  • Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.
  • Advanced Excel & PowerPoint skills for financial models and investor decks.
  • Excellent market research, business due diligence, and sector analysis skills.
  • Proven ability in client relationship management and business development.
  • Strong communication, negotiation, and problem-solving skills.

Qualifications:

  • MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.
  • Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
  • Bachelor's degree in Finance, Economics, Commerce, or Business Administration.
  • 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

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