Job Description
We are looking for CA (1st attempt) or MBA's from premium institute and having a strong academic track record. The person would assist the investment team in evaluating investment opportunities including industry research, financial modelling, business due-diligence, preparation of investment memos/ internal investment notes/ deal analysis dockets as well as assist in monitoring of existing relationships. The person would be an integral part of the deal team and get an exposure/ experience across the deal cycle.
Key Responsibilities
• Performing extensive analysis using sound investment techniques, detailed financial analysis & financial modelling, in-depth understanding of the business fundamentals and conduct industry research.
• Preparation of investment memos and deal presentations.
• Reviewing and manage existing investments and maintain working relationship with clients
• Post-investment monitoring of portfolio companies, including financial & operational performance preparation of periodic reports for internal & external use, other support required for portfolio management
• Assist compliance team in regular audits and other data points
• Periodically monitoring progress, through financials, sales projections, collection, approval, construction status, etc.
• Identify stress. Formulate and implement Resolution plans
• Prepare Cashflow projections and Presentations for internal stakeholders - strong Excel and PowerPoint skills required
• Prepare monthly internal review reports for assessment of project progress and efficacy of resolution strategy
• Maintain working-level client relationships (e.g., with project CFO, site manager and other clients)
• Analysis for Disbursement and fund usage from collections to ensure adherence to the agreed upon construction-linked plan, conditions preceding and conditions subsequent.
• Support MIS/Finance for managerial and regulatory reporting as needed
Key Responsibilities
• Performing extensive analysis using sound investment techniques, detailed financial analysis & financial modelling, in-depth understanding of the business fundamentals and conduct industry research.
• Preparation of investment memos and deal presentations.
• Reviewing and manage existing investments and maintain working relationship with clients
• Post-investment monitoring of portfolio companies, including financial & operational performance preparation of periodic reports for internal & external use, other support required for portfolio management
• Assist compliance team in regular audits and other data points
• Periodically monitoring progress, through financials, sales projections, collection, approval, construction status, etc.
• Identify stress. Formulate and implement Resolution plans
• Prepare Cashflow projections and Presentations for internal stakeholders - strong Excel and PowerPoint skills required
• Prepare monthly internal review reports for assessment of project progress and efficacy of resolution strategy
• Maintain working-level client relationships (e.g., with project CFO, site manager and other clients)
• Analysis for Disbursement and fund usage from collections to ensure adherence to the agreed upon construction-linked plan, conditions preceding and conditions subsequent.
• Support MIS/Finance for managerial and regulatory reporting as needed
💡 Quick Summary
Seeking a career-building opportunity? The Credit Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.