Senior Financial Strategist

3 days ago


Belgaum, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000
Job Overview

As an Investment Analyst, you will play a pivotal role in reshaping and re-focusing the value and impact of our organization across the business and with clients.

This position involves analyzing potential investment opportunities to drive meaningful outcomes. You will examine macro and micro-economic factors impacting targets to inform investment decisions, prepare investment memos for the Investment Committee, and engage with external diligence agencies and lawyers to finalize due diligence and transaction documents.

  • Analyze financial data to identify trends and patterns that inform investment decisions.
  • Examine economic indicators to assess potential risks and opportunities.
  • Develop strategic recommendations for investment opportunities based on analysis.
Required Skills and Qualifications
  • Chartered Accountant (CA) or MBA qualification preferred.
  • 0-5 years of experience in debt investments or credit evaluation.
Key Responsibilities
  • Analyze potential investment opportunities.
  • Examine macro and micro-economic factors.
  • Prepare investment memos.
  • Engage with external diligence agencies and lawyers.
Knowledge, Competency, and Skills Requirements
  • In-depth understanding of financial statements.
  • Experience/knowledge of Insolvency and Bankruptcy Code and/or SARFAESI.
  • Proficiency in MS-Excel and MS-PowerPoint.
  • Strong analytical and quantitative skills.


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