Investment Analyst/Associate - Private Credit - BFSI

Investment Analyst / Associate Private Credit

Location: Lower Parel, Mumbai

About the Role:

The incumbent will be a part of the investment team of a Special Credit Opportunities Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve evaluating various investment opportunities by doing thorough diligence, developing sector/industry understanding, preparing investment models and memos, presenting to investment committees, negotiating the transaction documents and regular monitoring of portfolio companies post investment.

Key Responsibilities:

- Analysis of potential investment opportunities

- Analysis of macro and micro economic factors impacting the target

- Preparation of financial model

- Preparation of investment memos to be put up to Investment Committees

- Engaging with external diligence agencies and lawyers to finalize diligence and transaction documents

- Post investment monitoring of investee companies

- Taking corrective steps for improving performance of investee companies, if required

- Preparing internal discussion memos for investment appraisal of investee companies

- Taking recovery steps for realization of invested amount, if required

- Preparation of various communications to be sent out to investors

Qualifications & Experience:

- Qualification - MBA with relevant experience

- Experience - 1 - 3 years

- Field of Experience - Experience in the field of debt investments/ credit evaluation/investment banking

Key Technical Skills:

- In depth understanding of Financial Statements

- Proficiency with MS-Excel and MS-PowerPoint

- Strong analytical and quantitative skills and the ability to create/gather/analyze data