Financial Strategist

3 days ago


Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,90,00,000 - ₹ 2,50,00,000

As a senior investment manager, you will be responsible for delivering high-quality investment solutions to our clients. This involves building and maintaining strong relationships with clients and lender partners, drafting client business overviews and investment memoranda, reviewing client financial information, and analyzing financial statements.

", "Key Responsibilities
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  • Developing and maintaining complex financial models, including integrated 3-way models of profit and loss, cash flow, and balance sheet.
  • Coordinating interactions between lenders and clients.
  • Maintaining project plans and adhering to internal service level agreements.
  • Staying up-to-date with industry trends and product offerings.
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In addition to the above responsibilities, the ideal candidate will have a bachelor's or master's degree in finance or a related field, as well as an MBA or advanced degree/CFA/CA preferred. Experience in front-office banking or research and analysis roles in commercial, corporate, and institutional banking is also highly valued.

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We offer a collaborative and inclusive work environment, opportunities for continuous learning and professional development, and the chance to make a significant impact in the financial services industry.



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