Private Equity Investment Specialist

4 days ago


Dombivli, Maharashtra, India beBeeInvestment Full time US$ 18,000
Investment Associate Opportunity

We are seeking a highly motivated and detail-oriented Investment Associate with around 3 years of experience in private equity, investment banking, or financial advisory.

  • Key Responsibilities:
  • Build and maintain detailed financial models, valuations, and sensitivity analyses for potential investments.
  • Conduct comprehensive due diligence, including financial, operational, and market analysis to assess the viability of investment opportunities.
  • Support the structuring, negotiation, and execution of equity and debt investments on behalf of our organization.
  • Portfolio Management:
  • Monitor the performance of portfolio companies, prepare regular reports, and track key performance indicators (KPIs).
  • Identify and support initiatives aimed at creating value within portfolio companies.
  • Deal Sourcing & Research:
  • Assist in sourcing new investment opportunities through market research, industry mapping, and networking with key stakeholders.
  • Prepare investment memoranda and presentations for review by senior team members.
  • Stakeholder Collaboration:
  • Coordinate with senior team members, advisors, and management teams of portfolio companies to ensure seamless communication and collaboration.
  • Support investor relations by preparing reports and materials related to fundraising activities.

Qualifications & Requirements

  • Bachelor's degree in Finance, Economics, Accounting, or related field; CFA or MBA is a plus.
  • 3+ years of experience in private equity, investment banking, or financial advisory.
  • Strong analytical and problem-solving skills, with advanced Excel and PowerPoint capabilities.
  • Excellent communication and interpersonal skills, with the ability to manage multiple projects in a dynamic environment.
  • High integrity, ownership, and attention to detail are essential qualities for success in this role.


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