Financial Research Specialist

2 weeks ago

Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000
Job Title: Investment Analyst

We are seeking a skilled Investment Analyst to join our team. As an Investment Analyst, you will be responsible for analyzing and evaluating investment opportunities, conducting market research, and providing recommendations to senior management.

The ideal candidate will have 2+ years of experience in investment operations, with a strong understanding of financial markets and instruments. They will also possess excellent analytical and problem-solving skills, as well as the ability to communicate complex ideas effectively.

Responsibilities:
  • Deal Analysis
  • Loan portfolio purchases
  • Loan stratification analysis
  • Historical performance reviews
  • Price modeling
  • Credit facilities
  • Forecast modeling
  • Cumulative collections curves
  • Runoff models
  • Other specialty finance opportunities
  • Create investment memos and other research summaries
  • Conduct market research
  • Summarize qualitative and quantitative aspects of the deal
  • Performance Analysis and Valuation Support
  • Track monthly performance of positions
  • Collect and cleanse data tapes and other inputs from external counterparties
  • Track expected vs. actual performance variances
  • Flag and identify deviations from assumptions
  • Assist FinOps team and Valuation Committee in updating valuation models
  • Portfolio Management & Monitoring
  • Monitor covenants, audit support, and review draw requests for compliance
  • Monitor Credit Facility positions on Cascade Debt and excel BBC models
  • Request information from counterparties such as company financials, bank balances
  • Perform data and calculation audits on a rotating quarterly schedule
  • Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
  • Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
Requirements:
  • 2+ years relevant experience
  • Resources will work until 10/10:30am pacific on a daily basis
  • Resources will have direct access to investment & research folders and client's email addresses (if necessary)
  • Need quantitative and qualitative skills sets
  • Good written and verbal communication skills (fluent English)
  • Nice to have: experience with BI tools such as QuickSight or PowerBI
Benefits:
  • Remote working opportunity
  • Competitive salary and benefits package
Others:
  • This is a unique opportunity to work in a dynamic and fast-paced environment
  • Opportunities for professional growth and development

  • Intelligent Financial Research Specialist

    1 week ago

    Bharatpur, Rajasthan, India beBeeResearch Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Unlock AI InnovationWe're revolutionizing the way teams research with AI-driven intelligence. Our goal is to deliver insights quickly.Our mission is to empower financial analysts with cutting-edge tools to supercharge their daily workflows.Key Responsibilities:Develop LLM-powered agents to automate research tasksCreate search pipelines and RAG systems for...

  • Senior Equity Research Analyst

    7 days ago

    Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Equity Research SpecialistSpectral Consultants seeks a seasoned equity research professional to join our team.The ideal candidate will possess strong expertise in financial modeling, valuations, and investment analysis.This sector-agnostic role requires working on buy-side as well as sell-side projects, with a preference for buy-side initiatives.The...

  • Financial Operations Specialist

    1 week ago

    Bharatpur, Rajasthan, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 16,00,000

    Job Title: Financial Operations SpecialistKey ResponsibilitiesDevelop and maintain accurate financial reports, encompassing cash flows, actuals, and forecasts.Lead the preparation of periodic investor reporting and provide essential tax and audit information until finalized.E nsure timely completion of critical financial reporting deadlines.Reconciliation...

  • Financial Analyst – Equity Research

    1 week ago

    Bharatpur, Rajasthan, India beBeeEquityResearch Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Description">The primary objective of this role is to contribute to the success of our organization by conducting thorough research and providing insightful recommendations.This involves analyzing complex financial data, building and maintaining accurate models, and staying up-to-date with market trends and developments.

  • Senior Financial Analyst

    5 days ago

    Bharatpur, Rajasthan, India beBeeResearch Full time ₹ 20,00,000 - ₹ 25,00,000

    We are currently seeking multiple Equity Research - Sell Side Analysts with a strong background in financial analysis.Key locations for this role include Western Suburbs to South Mumbai.Main sectors of focus will be Media and Entertainment, Pharmaceuticals, Automobiles, Consumer Durables, BFSI / Insurance, Information Technology and Sectors Agnostic.The...

  • Senior Financial Analyst

    2 weeks ago

    Bharatpur, Rajasthan, India beBeeTaxSpecialist Full time ₹ 90,00,000 - ₹ 1,25,00,000

    We are currently seeking an experienced Tax Specialist to build a rewarding career in US accounting and taxation.Key Responsibilities:US Accounting RolesPerform financial record-keeping activities, including monthly closing and reconciliations.Prepare comprehensive financial statements and general ledger reviews.Assist in accounts payable/receivable...

  • Financial Compliance Specialist

    6 days ago

    Bharatpur, Rajasthan, India beBeeCompliance Full time ₹ 3,60,000 - ₹ 5,00,000

    Job Title: Financial Compliance SpecialistWe are seeking a highly skilled professional to fill the role of Financial Compliance Specialist. The successful candidate will be responsible for preparing financial statements, managing GST and tax obligations, and handling audits.Financial statement preparation.GST return filing (monthly, quarterly, and...

  • Financial Specialist

    1 week ago

    Bharatpur, Rajasthan, India beBeeAccounting Full time ₹ 4,00,000 - ₹ 4,50,000

    Job Title: Financial Specialist We are seeking a detail-oriented and organized Financial Specialist to join our team. As a key member of our accounting group, you will be responsible for planning and executing financial engagements from start to completion. Responsibilities:Plan and execute audit and review engagements, including preparing all work paper...

  • Strategic Financial Insights Specialist

    1 week ago

    Bharatpur, Rajasthan, India beBeeBusiness Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About usAs a specialist firm, we provide unique data-driven business intelligence to senior executives across the world's leading financial services firms. Our goal is to help them operate more effectively by offering strategic cost and human resourcing benchmarking in wholesale finance.We have expertise around data benchmarking in technology, operations,...

  • Research Support Specialist

    1 week ago

    Bharatpur, Rajasthan, India beBeeDataManagement Full time ₹ 8,00,000 - ₹ 12,00,000

    Job SummaryWe are seeking a Research Support Specialist to join our team. The ideal candidate will be responsible for all aspects of data management, ensuring that information gathered is entered on to the database and saved efficiently and accessibly.Key Responsibilities:Enter data into the company database, ensuring that all new and updated entries follow...