Financial Services Professional

5 days ago

Tiruppur, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

Job Summary:

A financial services professional is required to identify and nurture new business opportunities in the private debt space, contributing to the expansion of our market presence.

About the Role:

  • Building Strong Relationships: Establish and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
  • Credit Analysis and Modeling: Drafting and development of client business overviews and credit analysis reports (CARs)
  • Financial Review and Planning: Reviewing client financial information and analysis of financial statements for strategic planning and decision-making
  • Business Development: Building and maintaining financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet) for effective business development
  • Client Communication: Coordinating lender interactions with clients for successful deal execution
  • Project Management: Maintaining project plans and adhering to internal SLAs for timely completion
  • Industry Expertise: Staying abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients

About Us:

We are a premier financial services firm specialising in tailored debt advisory services for SMEs across various regions. With years of experience and a proven track record of serving numerous clients, we have successfully raised significant funds in private debt.

Requirements:

  • Financial Analysis and Modeling: Financial modeling, cash flow, and financial statement analysis
  • Credit Paper Preparation: Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information
  • Communication Skills: Excellent written and verbal communication for strong relationship-building
  • Problem-Solving and Collaboration: Strong problem-solving, organizational, and collaboration skills

Qualifications:

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

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