78 Investment jobs in Indore

I am Asheesh Pillay and I’m from Talent Acquisition Team at CES Limited. I came across your profile as we’re currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I’d like to tell you a little more about this position and learn a few things about you as well. Are you available for a quick call? If so, I’d be happy to set up a call. I’m also happy to coordinate or answer any questions you may have via Mail/call if you prefer.

Shift Timings: 3:00 PM IST to 12:00 AM IST

Job Title: Analyst/Senior Analyst/Lead - Alternative Investment

Location: Remote

Job Description :

• 2+years relevant experience
• Resources will work until 10/10:30am pacific on a daily basis
• Resources will have direct access to investment & research folders and client's email addresses (if necessary)
• Need quantitative and qualitative skills sets
• Good written and verbal communication skills (fluent English)
• Nice to have: experience with BI tools such as QuickSight or PowerBI
• Activities
• Deal Analysis
• loan portfolio purchases
• Loan stratification analysis
• Historical performance reviews
• Price modeling
• credit facilities
• Forecast modeling
• Cumulative collections curves
• Runoff models
• Other specialty finance opportunities
• Create investment memos and other research summaries
• Conduct market research
• Summarize qualitative and quantitative aspects of the deal
• Performance Analysis and Valuation Support
• Track monthly performance of positions
• Collect and cleanse data tapes and other inputs from external counterparties
• Track expected vs. actual performance variances
• Flag and identify deviations from assumptions
• Assist FinOps team and Valuation Committee in updating valuation models
• Portfolio Management & Monitoring
• Monitor covenants, audit support, and review draw requests for compliance
• Monitor Credit Facility positions on Cascade Debt and excel BBC models
• Request information from counterparties such as company financials, bank balances
• Perform data and calculation audits on a rotating quarterly schedule
• Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
• Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
• Other
• Help manage and maintain standardized formats and dealroom folders
• Help maintain CRM, LMS, and other systems
• Develop internal procedures of the aforementioned processes

• Develop and maintain complex financial models for valuation and transaction analysis.
• Conduct in-depth financial due diligence on potential transactions.
• Prepare client presentations, pitch books, and other marketing materials.
• Analyze financial statements, market data, and industry trends.
• Support deal execution across M&A, capital raising, and other advisory mandates.
• Coordinate with legal, accounting, and other advisors during transactions.
• Assist in client meetings and manage communication with client stakeholders.
• Conduct market research and competitive analysis.
• Support senior bankers in developing client relationships and generating new business.
• Ensure accuracy and quality of all deliverables.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 2-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, valuation methodologies (DCF, precedent transactions, comparables).
• Excellent analytical, quantitative, and problem-solving skills.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure and meet tight deadlines.
• Strong written and verbal communication skills.
• Team player with the ability to collaborate effectively in a hybrid setting.
• MBA or CFA designation is a plus.

• Develop and implement comprehensive investment strategies across various asset classes (equities, fixed income, alternatives) to meet client objectives.
• Conduct rigorous financial analysis, economic research, and market trend forecasting to identify investment opportunities.
• Manage and monitor investment portfolios on an ongoing basis, ensuring alignment with risk parameters and return targets.
• Make informed buy, sell, or hold decisions for portfolio assets based on thorough research and analysis.
• Build and maintain strong relationships with clients, providing regular updates on portfolio performance and market insights.
• Prepare detailed investment reports, presentations, and performance reviews for clients and internal stakeholders.
• Collaborate with research analysts and traders to execute investment strategies effectively.
• Monitor regulatory changes and their potential impact on investment strategies and portfolios.
• Manage portfolio risk through diversification and hedging strategies.
• Stay abreast of global economic developments and their implications for financial markets.
• Ensure compliance with all relevant regulations and internal policies.

• Master's degree in Finance, Economics, or a related field; MBA or CFA charter is highly preferred.
• Minimum of 8 years of progressive experience in investment management, portfolio management, or financial analysis.
• Proven track record of successfully managing investment portfolios and achieving competitive returns.
• Deep understanding of financial markets, investment vehicles, and risk management techniques.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in financial modeling software and portfolio management systems.
• Ability to work effectively under pressure and meet tight deadlines.
• Demonstrated leadership qualities and the ability to work collaboratively in a team environment.
• Must hold relevant licenses and certifications for the role.

• Conducting market research and analysis to identify potential investment opportunities.
• Developing detailed financial models to assess the profitability and risk of real estate investments.
• Performing comprehensive due diligence, including property inspections, title reviews, and environmental assessments.
• Analyzing property operations, lease agreements, and tenant financials.
• Preparing investment memorandums, presentations, and reports for the investment committee.
• Evaluating zoning regulations, development potential, and construction costs.
• Monitoring real estate market trends and economic conditions.
• Collaborating with brokers, lawyers, and other third-party professionals.
• Assisting in the negotiation of purchase agreements and joint venture agreements.
• Tracking the performance of existing investments and identifying value-add strategies.

• Originate and execute M&A, capital markets, and other corporate finance transactions.
• Develop and maintain relationships with corporate clients, private equity firms, and institutional investors.
• Lead deal teams in financial analysis, valuation, due diligence, and negotiation.
• Prepare client presentations, pitch books, and transaction documentation.
• Identify strategic advisory opportunities and develop tailored solutions for clients.
• Stay abreast of market trends, economic developments, and regulatory changes impacting investment banking.
• Manage and mentor junior bankers and analysts.
• Ensure compliance with all regulatory requirements and firm policies.
• Drive business development initiatives and contribute to the firm's growth strategy.
• Effectively manage client interactions and internal team coordination in a remote setting.

• MBA or equivalent advanced degree in Finance, Economics, or a related field.
• Minimum of 7-10 years of investment banking or corporate finance experience.
• Proven track record of successfully originating and executing significant transactions.
• Exceptional financial modeling, valuation, and analytical skills.
• In-depth knowledge of M&A, capital markets, and corporate finance strategies.
• Strong client relationship management and business development capabilities.
• Excellent leadership, negotiation, and communication skills.
• Ability to work autonomously and lead remote teams effectively.
• Deep understanding of financial markets and regulatory environments.
• High level of integrity and ethical conduct.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
• 2-4 years of relevant experience in investment banking, corporate finance, or private equity.
• Strong financial modeling, valuation, and analytical skills.
• Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Excellent written and verbal communication skills.
• Ability to work effectively under pressure and meet tight deadlines.
• High level of integrity and strong work ethic.
• Demonstrated ability to work collaboratively in a team environment.
• Attention to detail and accuracy are paramount.