Financial Strategist

7 hours ago

Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Investment Opportunity

We are seeking a highly skilled investment specialist to join our team. The ideal candidate will have a strong background in financial modelling, valuation, and deal structuring.

The successful candidate will be responsible for leading end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation. They will also execute deals across M&A, private equity, venture capital, ECM, and DCM.

In addition to their technical skills, the candidate must have excellent communication, negotiation, and problem-solving skills. A proven ability in client relationship management and business development is essential.

The role requires a minimum of 8-10 years of experience in investment banking, corporate finance, or financial advisory. An MBA/PGDM in Finance/Strategy from a Tier-1 B-school is preferred. Chartered Accountant/CFA (USA)/FRM certification is a strong advantage.

Key Responsibilities:
  • Lead end-to-end transaction management
  • Execute deals across M&A, private equity, venture capital, ECM, and DCM
  • Build and manage investor relationships
  • Prepare pitch decks, CIMs, business plans, teasers, and financial models
  • Conduct deep sector research
  • Deliver impactful presentations at investor forums, conferences, and client discussions
  • Collaborate with legal, tax, and compliance teams
Required Skills & Expertise:
  • Strong knowledge of financial modelling, valuation, and deal structuring
  • Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments
  • Advanced Excel & PowerPoint skills
  • Excellent market research, business due diligence, and sector analysis skills
  • Proven ability in client relationship management and business development
  • Strong communication, negotiation, and problem-solving skills
Qualifications:
  • MBA/PGDM in Finance/Strategy from Tier-1 B-schools
  • Chartered Accountant/CFA (USA)/FRM certification
  • Bachelor's degree in Finance, Economics, Commerce, or Business Administration
  • Minimum 8-10 years of experience in investment banking, corporate finance, or financial advisory

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