
Senior Investment Specialist
1 day ago
Overview:
The Financial Strategist will play a pivotal role in analyzing investment opportunities and driving meaningful closures. The incumbent will conduct thorough diligence, present to the investment committee, negotiate transaction documents, and monitor portfolio companies post-investment.
Key Responsibilities:
- Analysis of potential investment opportunities
- Macro and micro economic analysis of target companies
- Preparation of investment memos for the investment committee
- Engagement with external agencies and lawyers for due diligence and transaction document finalization
- Post-investment monitoring of investee companies
- Corrective actions for improving investee company performance, if required
- Internal discussion memos for investment appraisal
- Recovery steps for realizing invested amounts, if required
- Communication preparation for investor outreach
Qualifications and Experience:
- Chartered Accountant (CA) or MBA qualification
- 0-5 years of experience
- Debt investments/ credit evaluation field experience
Knowledge, Competency, and Skills:
- In-depth understanding of financial statements
- Experience/knowledge of Insolvency and Bankruptcy Code and/or SARFAESI
- Proficiency with MS-Excel and MS-PowerPoint
- Strong analytical and quantitative skills
- Working knowledge of various databases
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