Financial Analyst Professional

1 day ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Job Role:

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We are seeking a skilled professional to fill the position of Investment Analyst. This is a dynamic role that offers an exciting opportunity to play a key role in our company's growth strategy and make a significant impact on the financial services industry.

The ideal candidate will have a strong analytical mindset, excellent problem-solving skills, and the ability to work effectively in a fast-paced environment.

About the Role:

This is a client-focused role that involves identifying and nurturing new business opportunities in the private debt space. The successful candidate will be responsible for building and maintaining strong relationships with clients and lender partners, as well as drafting and developing client business overviews and Investment Memoranda (IMs).

Key Responsibilities:

  • Building and maintaining financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)
  • Drafting and development of client business overviews and Investment Memoranda (IMs)
  • Reviewing client financial information and analysis of financial statements
  • Coordinating lender interactions with clients
  • Maintaining project plans and adhering to internal SLAs
  • Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients

Requirements:

  • Financial modeling, cash flow, and financial statement analysis
  • Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information
  • Excellent written and verbal communication for strong relationship-building
  • Strong problem-solving, organizational, and collaboration skills

Qualifications:

  • Bachelor's degree in business finance or related field
  • Certified Financial Analyst (CFA) (desirable)
  • Chartered Accountant (desirable)

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