Strategic Finance Professional

1 week ago

Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Investment Analyst

We are seeking a highly skilled and results-driven Investment Analyst to join our dynamic team. The successful candidate will be responsible for identifying and nurturing new business opportunities in the private debt space, contributing to the expansion of our market presence.

The Investment Analyst will work closely with our experienced investment team, leveraging their skills and expertise to build strong relationships with clients and lender partners. They will also be responsible for drafting client business overviews and investment memoranda, reviewing financial information and analyzing financial statements.

Key responsibilities include:

  • Build and maintain strong relationships with clients and lender partners.
  • Drafting and development of client business overviews and investment memoranda.
  • Reviewing client financial information and analysis of financial statements.
  • Building and maintaining 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 SLAs.
  • Stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients.

Requirements:

  • 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 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.

Qualifications:

  • Bachelor's degree in business finance or related field.
  • Certified Financial Analyst (CFA) desirable.
  • Chartered Accountant (CA) desirable.

Why Us?

  • Professional Development: We provide opportunities for continuous learning and professional development, helping you advance your career.
  • Collaborative and Inclusive Work Environment: Join a team that values diversity and fosters a culture of collaboration and inclusion, where your ideas and contributions are valued.
  • Impactful Work: Be a part of a company that is at the forefront of empowering technology entrepreneurs and making a significant impact in the financial services industry.

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