Investment Portfolio Specialist

2 days ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Title: Investment Portfolio Specialist

 

We are seeking a highly skilled Investment Portfolio Specialist to play a pivotal role in analyzing investment opportunities, presenting to the investment committee, and negotiating transaction documents.

 

Key Responsibilities:

  • Conduct thorough research on potential investments, considering macro and micro economic factors.
  • Prepare detailed investment memos for the investment committee.
  • Engage with external diligence agencies and lawyers to finalize due diligence and transaction documents.
  • Monitor investee companies' performance and take corrective steps to improve performance, if required.
  • Prepare internal discussion memos for investment appraisal.
  • Communicate effectively with investors through various channels.

Requirements:

Academic Qualifications and Experience:

  • Qualification: Chartered Accountant (CA) or MBA.
  • Experience: 0-5 years in debt investments/credit evaluation.
  • In-depth understanding of financial statements.
  • Proficiency in MS-Excel and MS-PowerPoint.
  • Strong analytical and quantitative skills.
  • Working knowledge of databases.


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