Highly Skilled Financial Portfolio Manager

1 week ago

Dindigul, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Portfolio Manager Position

We are seeking a highly skilled and analytical Portfolio Manager to join our team at Grow Your Staff. This is an excellent opportunity for a results-driven professional who can identify and nurture new business opportunities in the private debt space.

The ideal candidate will have a proven track record of success in financial modeling, cash flow, and financial statement analysis. They should also possess excellent written and verbal communication skills, with the ability to build strong relationships with clients and internal teams.

Key Responsibilities:

  • Drafting and developing client business overviews and investment memoranda (IM's)
  • Reviewing client financial information and analyzing financial statements
  • Building and maintaining financial models (integrated 3-way models including P&L, cash flow, and balance sheet)
  • Coordinating lender interactions with clients
  • Maintaining project plans and adhering to internal SLA's
  • Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients
  • Working closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement

Required Skills and Qualifications:

  • Financial modeling, cash flow, and financial statement analysis
  • Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information
  • Excellent written and verbal communication skills for strong relationship-building
  • Strong problem-solving, organizational, and collaboration skills
  • Ability to work independently and in a team within a fast-paced, dynamic environment

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