Investment Analyst - Shelter Fund
Ideal Academic Qualifications : Any graduate with MBA Degree or Chartered Accountant or CFA
Prior Experience :- Experience of 5-10 years of in a role that required investment evaluation, structuring and handling the investment process in real estate projects/ Infrastructure projects
- Experience in financial modelling and financial structuring with strong research and analytical skills
- Ability to think strategically, analyse and synthesize related diverse data and information
- Strong organizational skills, with ability to prioritize, deal with frequent and unexpected changes, and work within tight timeframes
- Presentation skills with ability to communicate ideas clearly and confidently, articulate issues and recommend solutions
- Experience in sourcing and structuring deals would be advantageous
Role :Deal evaluation and Execution :- Evaluating investment opportunities based on macro & sector research, company capabilities, promoter & management, risk assessment, financial and market study reports
- Financial Analysis and Financial modelling including structuring of investments and assessment of returns of the investment
- Conducting due diligence for the potential investment / target company
- Preparing investment recommendations and investment memos for investment committees.
- Handling finalization of all definitive documents like term sheets, investment agreements etc.
Monitoring and exit :- Assisting the team in monitoring the performance of the investment portfolio
- Assisting the team in reporting of the performance of the portfolio
- Identifying risks and incorporating appropriate risk mitigation measures for portfolio
- Monitoring market conditions
- Coordinating due diligence during exit of investments
- Assisting the team during exit by looking at financial returns
Preparing memo for exits and presenting the same to Investment committee
Other Responsibilities :- Ensuring compliance with all necessary regulations
- Keeping abreast of market conditions, legal environment and industry developments
- Coordinating with advisors, investment bankers, consultants, lawyers and technical experts
- Experience in developing concept papers for the industry/sector would be advantageous