Financial Strategist

3 days ago

Mangalore, Karnataka, India beBeeInvestment Full time ₹ 15,10,000 - ₹ 20,15,000

We are looking for a highly skilled and experienced financial professional to join our team as an Investment Analyst. This is a full-time remote position that requires a strong background in financial modeling, analysis, and strategy.

The successful candidate will be responsible for building and maintaining strong relationships with clients and lender partners, facilitating the placement of debt financing and ensuring seamless communication between stakeholders.

This role offers a unique opportunity to work closely with our investment team, identifying and nurturing new business opportunities in the private debt space and contributing to the expansion of our market presence.

About the role:

  • Develop and maintain complex financial models, including integrated 3-way models, P&L, cash flow, and balance sheet.
  • Analyze client financial information and review financial statements to inform business decisions.
  • Draft high-quality marketing, investment, and credit papers, synthesizing diverse information into concise and compelling narratives.
  • Collaborate with internal teams to align strategies and ensure cohesive approaches to client engagement.

Requirements:

  • Advanced degree in finance or related field.
  • Certified Financial Analyst (CFA) or Chartered Accountant designation.
  • Proven track record of success in financial modeling, analysis, and strategy.
  • Excellent written and verbal communication skills.
  • Strong problem-solving, organizational, and collaboration skills.

Benefits:

  • Opportunities for continuous learning and professional development.
  • Collaborative and inclusive work environment.
  • Impactful work that drives meaningful results in the financial services industry.

We offer a competitive compensation package and a dynamic work environment that values diversity and fosters growth. If you are a motivated and results-driven professional looking to make a significant impact, we encourage you to apply.

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