
Investment Portfolio Specialist
2 days ago
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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