Analyst
4 days ago
We are hiring for one of our Financial services client
Role Description
- What You'll Do As an Analyst, you'll work closely with our Capital Consultants and play a critical role in powering end-to-end deal execution. Your day-to-day will revolve around building lender-ready profiles, supporting financial analyses, managing key workflows, and keeping our capital engine running smoothly. Key Responsibilities: ● Compile and validate financial documents and client data. ● Assist in preparation of deal one-pagers and engagement letters. ● Maintain clean and updated records in HubSpot. ● Track deal progress across Spark, Swift, and Scale stages. ● Support invoicing, collections, and operational tasks with the Ops team. ● Monitor portfolio performance and generate early warning signals. ● Liaise with lenders to schedule meetings and manage feedback. ● Conduct market research and competitor analysis to sharpen deal insights.
● 0–2 years of experience in financial services, fintech, VC, lending, or consulting. ● Graduate in Finance, Business, Economics, or a related field. ● Strong analytical, Excel, and research skills. ● Proactive team player who's eager to learn and execute. ● Clear communicator with a bias for action and ownership. ● Familiarity with CRM tools (like HubSpot) is a plus.
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Business Analyst
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