Business Finance Expert

1 day ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 14,95,000
Business Finance Expert Job Opportunity

This dynamic role involves collaborating closely with our investment team to identify and nurture new business opportunities in the private debt space, contributing to the expansion of our market presence.

As a key member of our financial services team, you will play a significant role in our company's growth strategy and make a substantial impact on the financial industry.

Key Responsibilities:

  • Building and maintaining strong relationships with clients and lender partners to facilitate the placement of debt financing
  • Drafting and development of client business overviews and investment memoranda (IMs)
  • Reviewing client financial information and analysis of financial statements
  • Creating and maintaining financial models (integrated 3-way models including P&L, cash flow, and balance sheet)
  • Coordinating lender interactions with clients
  • Maintaining project plans and adhering to internal SLAs
  • Staying up-to-date with industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients
  • Collaborating with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement

Requirements:

  • Financial modeling, cash flow, and financial statement analysis skills
  • Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information
  • Excellent written and verbal communication skills for strong relationship-building
  • Strong problem-solving, organizational, and collaboration skills
  • Ability to work independently and in a team within a fast-paced, dynamic environment

Qualifications:

  • Bachelor's degree in business finance or related field
  • Certified Financial Analyst (CFA) or Chartered Accountant (desirable)

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