Strategic Debt Investor

4 days ago


Nellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Job Title:

Portfolio Investment Specialist

The Portfolio Investment Specialist will be a key member of the investment team, responsible for analyzing portfolio opportunities and driving them to meaningful closure. The role involves conducting due diligence, presenting to the investment committee, negotiating transaction documents, and monitoring portfolio companies post-investment.

Key Responsibilities:

  • Analysis of potential portfolio opportunities
  • Analysis of macro and micro economic factors impacting the target
  • Preparation of investment memos for the investment committee
  • Engagement with external diligence agencies and lawyers to finalize due diligence and transaction documents
  • Post-investment monitoring of investee companies
  • Taking corrective steps to improve performance of investee companies if required
  • Preparing internal discussion memos for investment appraisal of investee companies
  • Taking recovery steps for realization of invested amount if required
  • Preparation of various communications to be sent out to investors

Requirements:

  • Qualification: Chartered Accountant (CA) or MBA
  • Experience: 0-5 years in debt investments/credit evaluation
  • In-depth understanding of financial statements
  • Experience/knowledge of insolvency and bankruptcy code and/or SARFAESI
  • Proficiency in MS-Excel and MS-PowerPoint
  • Strong analytical and quantitative skills with ability to create/gather/analyze data
  • Working knowledge of various databases


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