Senior Investment Specialist

5 hours ago


Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Investment Professional

We are seeking a skilled Investment Professional to fill this challenging role. The ideal candidate will have a proven track record of investment analysis and portfolio management.

Key Responsibilities:
  • Deal Analysis: Conduct thorough analysis of deals, including loan portfolio purchases, loan stratification analysis, historical performance reviews, price modeling, credit facilities, forecast modeling, cumulative collections curves, runoff models, and other specialty finance opportunities.
  • Create Investment Memos: Assist in creating comprehensive memos and summaries of research findings.
  • Market Research: Gather and analyze market data to inform investment decisions.
  • Performance Analysis: Track monthly performance of positions, collect and cleanse data tapes, track expected vs. actual performance variances, flag and identify deviations from assumptions, and assist the FinOps team and Valuation Committee in updating valuation models.
  • Portfolio Management: Monitor covenants, audit support, review draw requests for compliance, monitor Credit Facility positions on Cascade Debt and Excel BBC models, request information from counterparties, perform data and calculation audits, pull/request portfolio tapes and Borrowing Base Certificates (BBCs), review portfolio tapes, and cleanse/standardize data and flag abnormalities.
Requirements:
  • At least 2 years of relevant experience.
  • Nice to have: experience with Business Intelligence tools such as QuickSight or PowerBI.
  • Good written and verbal communication skills (fluent English).


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