Senior Investment Analyst

2 days ago


Belgaum, Karnataka, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 20,00,000
Financial Analyst Position

This role involves working closely with senior investment professionals to provide valuation and monitoring services for portfolio investments. Key responsibilities include initiating/maintaining financial models, preparing valuation memos, and engaging with stakeholders for informed investment decision-making.

The successful candidate will have sound experience in valuation and financial modelling (up to 2 years) along with exposure to US/European primary and secondary markets. They should possess strong Excel modelling and analytical skills, a high level of attention to detail, excellent verbal and written communication skills, and the ability to independently execute assignments under tight deadlines.

The ideal candidate is a team player with a professional demeanor, able to prioritize and execute multiple assignments within tight deadlines. A high-quality standard and industry best practices are essential for this position.

  • Key Responsibilities:
  • Valuation and Monitoring Services:
    • Initiating and maintaining financial models
    • Preparing valuation memos and presentations
    • Engaging with stakeholders for informed investment decision-making
  • Skills and Qualifications:
    • Sound experience in valuation and financial modelling (up to 2 years)
    • Exposure to US/European primary and secondary markets
    • Strong Excel modelling and analytical skills
    • High level of attention to detail
    • Excellent verbal and written communication skills
    • Ability to independently execute assignments under tight deadlines
  • Requirements:
    • MBA or equivalent qualification in finance from a reputable institution
    • Bachelor's degree in finance, Accounting or Economics & CFA (Level II completed)


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