Portfolio Manager Associate

2 weeks ago


Agra, Uttar Pradesh, India beBeeAnalysis Full time ₹ 60,00,000 - ₹ 1,20,00,000
Investment Analyst Role

The Investment Analyst will play a pivotal role in the investment team, contributing to the analysis and closing of investment opportunities.

Responsibilities:

  • Conduct thorough analysis of potential investment opportunities
  • Perform macro and micro-economic analysis of target companies
  • Prepare investment memoranda for the investment committee
  • Collaborate with external diligence agencies and lawyers to finalize transactions
  • Monitor portfolio companies post-investment and implement corrective measures as needed
  • Develop internal discussion memoranda for investment appraisal
  • Initiate recovery steps for realized investments if necessary
  • Communicate with investors regarding investment updates

Required Qualifications and Experience:

  • Chartered Accountant (CA) or MBA degree
  • 0-5 years of experience in debt investments/credit evaluation

Essential Knowledge, Competency, and Skills:

  • 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
  • Working knowledge of various databases


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