Seeking Financial Experts for Private Deal Origination

4 days ago

Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 12,47,375 - ₹ 15,36,377
Investment Analyst - Private Company Sourcing

About Us

We are an alternative investment platform providing access to pre-IPO shares and global trade finance opportunities. Our vision is to create a seamless environment for accessing private markets, comparable to navigating the public markets.

About the Role

This is an exciting opportunity for an Investment Analyst to join our team in sourcing and evaluating private companies, particularly those with demat shares or approaching listing readiness. The role combines deal origination, relationship building, and early diligence to strengthen our investment pipeline. You will work closely with senior team members to identify promising businesses across various sectors.

Key Responsibilities:

  • Company Sourcing - Identify private companies (including those admitted to NSDL/CDSL in demat form) through databases, industry research, and networks.
  • Market Mapping - Build sector landscapes to spot high-potential businesses across growth and late-stage segments.
  • Founder Outreach - Engage with promoters, founders, and advisors to explore potential investment opportunities.
  • Preliminary Assessment - Analyze financials, governance, and compliance (including demat/shareholding structures) of shortlisted companies.
  • Investment Notes - Prepare screening reports, teasers, and pipeline dashboards for the investment committee.
  • Relationship Development - Build connections with bankers, intermediaries, and ecosystem players to generate proprietary deal flow.
  • Tracking Trends - Monitor SEBI/NSDL/CDSL updates on demat requirements, private company admissions, and pipeline for potential listings.

Requirements:

  • Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFA preferred).
  • 1–3 years of experience in investment banking, venture capital, private equity, consulting, or corporate finance.
  • Strong understanding of financial statements, valuation, and regulatory frameworks (SEBI, NSDL/CDSL).
  • Excellent communication and networking skills to engage founders and stakeholders.
  • Ability to work independently, with high attention to detail and initiative in sourcing opportunities.

What We Offer:

  • Direct exposure to sourcing and evaluating private investment opportunities.
  • A chance to work with an entrepreneurial team building a differentiated deal pipeline.
  • Competitive compensation with performance-based incentives.

Location: Mumbai

Benefits: Competitive compensation, Performance-based incentives, Direct exposure to private investment opportunities,pipeline generation/prediction/research, Entrepreneurial culture, dynamic Growth opportunites

  • Private Markets Expert

    1 week ago

    Salem, Tamil Nadu, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    About the OpportunityAs a Private Markets Expert, you will co-manage end-to-end private markets solutions in partnership with internal teams and external managers. This includes supporting portfolio construction and asset allocation across strategies, partnering with internal and external investment teams to select and monitor investments, overseeing the...

  • Senior Portfolio Monitoring Expert

    1 day ago

    Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Portfolio Monitoring ExpertAbout a global leader in knowledge processes, research, and analytics.We are working with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. Our clients include 8 of the top 10 global banks, where we support product and sector teams on deal origination, execution, valuation, and...

  • Expert M&A Value Creator

    1 day ago

    Salem, Tamil Nadu, India beBeeValueCreator Full time ₹ 15 - ₹ 20

    Job TitleBDO India LLP is the India member firm of BDO International.We offer strategic, operational, accounting, tax & regulatory advisory and assistance for both domestic and international organisations across a range of industries.We take pride in delivering exceptional client service through a partner-driven approach, offering tailor-made solutions...

  • Exclusive Private Financial Advisor

    8 hours ago

    Salem, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Private Wealth ManagerWe are seeking a seasoned Private Wealth Manager to spearhead our wealth management operations. The ideal candidate will have a passion for delivering exceptional client experiences and driving business growth.Key Responsibilities:

  • Private Banking Professional

    1 week ago

    Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

    Private Banking CareerAbout the RoleWe are seeking a talented individual to join our team in Private Banking. This role is instrumental in acquiring High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, building long-term relationships with the bank, and driving fee income through the sale of investment and insurance products.Key...

  • Loan Origination Expert

    2 days ago

    Salem, Tamil Nadu, India beBeeMortgage Full time ₹ 10,40,170 - ₹ 16,47,761

    Job DescriptionWe're driving a tech revolution in loan origination.Our team harnesses cutting-edge AI and technology solutions to reshape the industry landscape, illuminating a path towards seamless experiences.Empowered by our LOS and suite of innovative technologies, we provide end-to-end solutions for the mortgage origination process.Our journey is...

  • Senior Associate

    1 day ago

    Salem, Tamil Nadu, India beBeeDealValueCreation Full time ₹ 20,00,000 - ₹ 35,00,000

    Unlocking Business ValueDriving growth and enhancing capabilities are key strategic objectives for businesses seeking to create value. As a member of our team, you will play a pivotal role in helping clients navigate complex deals, create value through HR transformation, and adopt new business models.Today's market demands a broader perspective, and we...

  • Senior Investment Valuation Specialist

    3 days ago

    Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Valuation Expert SoughtWe are looking for a seasoned investment professional with expertise in valuation, deal sourcing, and financial modeling within fast-paced environments.Key Responsibilities:Conduct thorough discounted cash flow valuationsDevelop detailed discount cash flow models to support strategic investment decisionsSource new deal opportunities...

  • Strategic Planning Expert

    4 days ago

    Salem, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    **Job Description:**We are seeking an experienced professional to fill the Strategic Advisor role. This position requires a seasoned individual with expertise in Investment Banking and Asset Reconstruction, able to collaborate closely with senior stakeholders to shape strategy, monitor deal pipelines, and provide oversight on transaction execution.Key...

  • Corporate Transactions Specialist

    11 hours ago

    Salem, Tamil Nadu, India beBeeExecutive Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Mergers and Acquisitions Executive SearchOur expert team specializes in identifying and recruiting top M&A professionals for our clients. We understand the importance of finding the right candidate to lead strategic transactions, and we take a tailored approach to ensure that our clients receive the best possible matches.Key Responsibilities:Transaction...