Senior Investment Advisor

17 hours ago

Palakkad, Kerala, India beBeeFinancialAnalyst Full time ₹ 13,60,000 - ₹ 24,35,000

As a seasoned financial analyst, you will be responsible for analyzing complex financial data, evaluating investment opportunities, and providing strategic insights to support informed decision-making.

Key Responsibilities:
  • Deliver in-depth financial analysis across various asset classes, including equities, fixed income, private equity, real estate, and alternative investments.
  • Develop and maintain sophisticated financial models for valuation, forecasting, sensitivity analysis, and scenario planning.
  • Create detailed investment reports and presentations for senior management and the investment committee.
  • Monitor and report on portfolio performance, key metrics, and market trends to inform investment decisions.
  • Support budgeting, forecasting, and capital allocation initiatives by providing accurate and timely financial data.
  • Conduct variance analysis on actual versus forecasted results and provide actionable recommendations.
  • Collaborate with accounting and operations teams to ensure seamless financial reporting and compliance.
  • Assist in due diligence for mergers, acquisitions, and corporate finance transactions by providing critical financial expertise.
  • Mentor junior analysts and provide guidance on advanced financial modeling and analysis techniques.
  • Contribute to process improvements, automation, and implementation of analytical tools to enhance operational efficiency.
Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA preferred).
  • Minimum 5 years of experience in financial analysis, investment research, or corporate finance.
  • Strong knowledge of valuation techniques, including DCF, comparable companies, and precedent transactions.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling tools.
  • Familiarity with Bloomberg, Capital IQ, or similar financial databases is beneficial.
  • Excellent analytical, problem-solving, and presentation skills.
  • Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
  • Strong communication skills and ability to collaborate with cross-functional teams.

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