Financial Planning Expert

2 weeks ago

Bhavnagar, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Investment Analysis Professional

Job Overview

Our organization is seeking a skilled Investment Analysis Specialist to join its team of professionals. This role will involve providing critical investment support and tracking portfolio company performance.

Key Responsibilities:
  • Conduct market research, analyze competitors, and perform industry deep-dives on startups and private companies.
  • Develop and maintain complex financial models to support investment decisions.
  • Prepare detailed investment reports, pitch decks, and committee briefings.
  • Monitor key performance indicators (KPIs) and track portfolio company dashboards.
  • Collaborate with colleagues to conduct due diligence on investment opportunities.
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA preferred).
  • 2–5 years of experience in venture capital, private equity, investment banking, or management consulting.
  • Expertise in financial modeling, valuation techniques, and investment analysis.
  • Excellent research, writing, and presentation skills.

This opportunity offers the chance to work closely with experienced investors and decision-makers, gain exposure to innovative startups and private companies, and enjoy a flexible work environment.

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