Financial Transaction Coordinator

13 hours ago


Varanasi, Uttar Pradesh, India beBeeInvestor Full time US$ 80,000 - US$ 1,50,000
Deal Support Specialist

At our private equity firm, we are an innovative and dynamic organization led by a serial tech entrepreneur. This individual has successfully grown two startups to significant revenue milestones.

Our fund originated with additional tech entrepreneur friends of Kevin who have achieved notable exits. Additional partners include an ex-Nasa software engineer and an ex-Chief of Staff from Google.

We seek teammates to join us for the long haul. If you have a passion for disrupting the finance industry and happen to be a mission-driven person, this role is a great fit for you.

Responsibilities
  • Support Investor Accounts
  • Serve as the primary point of contact for investor clients, especially those in the process of evaluating or acquiring businesses.
  • Coordinate Diligence Activities
  • Help facilitate smooth information flow between sellers, investors, and internal teams to ensure all diligence items and next steps are on track.
  • Track Deal Progress
  • Monitor acquisition timelines, investor activity, and deal milestones using internal systems and CRM tools.
  • Provide Light Financial Review
  • Assist with reviewing CIMs, financial summaries, and business profiles; coordinate follow-ups with internal finance or diligence teams.
  • Maintain Accurate Records
  • Update and manage investor-related data and communications in internal reporting tools.
  • Ensure High-Quality Communication
  • Help prepare investor updates, responses, and reports. Ensure professional, prompt communication that reflects our reputation for excellence.
Qualifications
  • 1 to 5 years of experience in finance, consulting, investor relations, or account management
  • Based in India, with strong English communication skills (verbal and written)
  • Exposure to working with U.S. or Western clients or companies is strongly preferred
  • Understanding of investment and financial concepts, such as due diligence, CIMs, EBITDA, and cash flow
  • Comfortable working with data, organizing information, and following structured workflows
  • Highly organized, proactive, and detail-oriented, with strong follow-up discipline
  • Willingness to work in a fast-paced, entrepreneurial environment across time zones


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