Chief Finance Strategist

7 days ago

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

Unlock the potential of your career with a challenging role as an Investment Analyst.

This is an exciting opportunity to join our team and play a key part in the growth strategy of a leading debt advisory firm. You will be responsible for identifying and nurturing new business opportunities in the private debt space, contributing to the expansion of the company's market presence.

The position requires a dynamic and results-driven individual who can work closely with our Investment Team and build strong relationships with clients and lender partners. You will be responsible for drafting and developing client business overviews and investment memoranda, reviewing client financial information and analysis of financial statements, and building and maintaining financial models.

As an Investment Analyst, you will have the opportunity to stay abreast of industry trends and product offerings, effectively communicating the value proposition of our private debt solutions to clients. You will also work closely with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement.

Key responsibilities include:

  • Building and maintaining strong relationships with clients and lender partners
  • Drafting and development of client business overviews and investment memoranda
  • Reviewing client financial information and analysis of financial statements
  • Building and maintaining financial models (integrated 3-way models including P&L, cash flow, and balance sheet)
  • Coordinating lender interactions with clients

We are seeking a candidate with excellent communication skills, strong problem-solving and organizational abilities, and the ability to work independently and in a team within a fast-paced, dynamic environment.

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)

Why choose this role?

Professional Development:

  • Opportunities for continuous learning and professional development

Collaborative and Inclusive Work Environment:

  • A culture of collaboration and inclusion where your ideas and contributions are valued

Impactful Work:

  • Contribute to the growth strategy of a leading debt advisory firm and make a significant impact in the financial services industry

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