Portfolio Manager

3 days ago

Nashik, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Financial Expert

We are seeking a highly skilled and experienced Financial Expert to join our team. This dynamic role involves working closely with our Investment Team, identifying and nurturing new business opportunities in the private debt space, and contributing to the expansion of our market presence.

About the Role:
  • Establish and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing.
  • Drafting and development of client business overviews and financial analysis reports.
  • Reviewing client financial information and conducting in-depth analysis of financial statements.
  • Building and maintaining complex financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet).
  • Coordinating lender interactions with clients.
  • Maintaining project plans and adhering to internal service level agreements.
  • Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.
  • Collaborating closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.
Requirements:
  • Advanced knowledge of financial modeling, cash flow, and financial statement analysis.
  • Preparing high-quality financial reports, papers, and presentations with concise synthesis of diverse information.
  • Excellent written and verbal communication skills for building strong relationships.
  • Strong problem-solving, organizational, and collaboration skills.
  • Ability to work independently and as part of a team within a fast-paced, dynamic environment.
Qualifications:
  • Bachelor's degree in finance or a related field.
  • Certified Financial Analyst (CFA) is desirable.
  • Chartered Accountant (CA) is also desirable.

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