Investment Analyst - BFSI

Financial Modelling & Analysis:

- Develop financial models for investment opportunities, including projected financial statements, valuation models, sensitivity analysis, unit economics, and benchmarking.

- Coordinate, prepare, and review financial reports, ensuring accuracy and performing financial analysis.

- Analyze results, identify trends, and provide recommendations for optimization.

- Prepare and coordinate the development of budgets (Annual Operating Plans/ Business Plans) for the Group

Transaction Support and Advisory:

- Work closely with stakeholders to execute transactions.

- Ensure tax-efficient and legally sound investment structures aligned with the company's strategy. - Negotiate terms of investment opportunities with the Executive team

Portfolio Management:

- Assist in managing the company's investment portfolio, monitoring performance, and creating management reports.

- Identify and assess potential risks, developing risk mitigation strategies.

- Prepare investment materials, including memos and pitch decks, for presentation to management and investors

Investor Relations and Reporting:

- Prepare reports for investors, including financial statements and performance updates.

- Deliver presentations to senior management and investors, communicating financial analysis and investment recommendations.

Investment Strategy Development:

- Work with the Executive team to identify investment opportunities and develop strategies.

- Conduct research on industry trends, competitive landscape, and emerging technologies.

- Identify and research potential investment opportunities, build relationships with stakeholders, and participate in deal sourcing efforts.

- Conduct thorough diligence on potential investments, including financial and legal analysis

Stakeholder Management, Compliance and Regulations:

- Coordinate and collaborate with external organizations for financial data and analysis.

- Ensure compliance with regulatory requirements and monitor changes in regulations impacting investment strategies.