Financial Opportunities Specialist

2 weeks ago


Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000
Job Overview

Evaluate investment opportunities, conduct market research, and analyze financial data to support the investment team.

Key Responsibilities:
  • Deal Analysis: Conduct thorough analysis of potential investments, including loan portfolio purchases, loan stratification analysis, historical performance reviews, and price modeling.
  • Performance Analysis & Valuation Support: Track monthly performance of positions, collect and cleanse data tapes, and identify deviations from assumptions.
  • Portfolio Management & Monitoring: Monitor covenants, audit support, and review draw requests for compliance, as well as request information from counterparties.
  • Data Management: Perform data and calculation audits on a rotating quarterly schedule, and pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems.
Requirements:
  • At least 2 years of experience in investment operations or a related field.
  • Strong quantitative and qualitative skills sets, with excellent written and verbal communication skills.
  • Nice to have: experience with business intelligence tools such as QuickSight or PowerBI.


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