Analyst- CapC Bglr

Founderlink Technologies Pvt.Ltd; Bengaluru; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Keka HR in Bengaluru, India, is seeking an Analyst to sit in on client and lender conversations, leading the financial workstream and validating client financial data to support deal structuring.

You will support structuring across venture debt, working capital, and acquisition financing, draft lender-facing documents, join diligence calls, and maintain CRM records to track progress through qualification, structuring, lender matching, and disbursal.

Qualifications

• 0–2 years of experience in financial services, fintech, lending, or venture capital.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• Advanced Excel skills with the ability to build financial models under time pressure.
• Prior exposure to CRM platforms (HubSpot) is preferred.

Responsabilités

• Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring.
• Support structuring across debt products—venture debt, working capital, structured credit, and acquisition financing—each with distinct diligence and covenant considerations.
• Prepare credit assessment materials such as cash flow coverage analysis, debt sizing inputs, and benchmarking under guidance.
• Draft deal one-pagers, engagement letters, and lender-facing documentation.
• Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items.
• Conduct market, sector, and comparable-transaction research to inform deal positioning and terms.
• Track each deal through its stages—qualification, structuring, lender matching, and disbursal—keeping CRM records up to date.
• Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance.

Connaissances

Advanced Excel

Financial analysis

Deal structuring exposure

CRM exposure

Formation

Bachelor's degree in Finance, Business, Economics, or related field

Outils

HubSpot CRM

Description du poste

Role Overview

"The Analyst sits in on client and lender conversations directly, rather than only receiving the resulting financials to model."

Key Responsibilities

• Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring.
• Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations.
• Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction.
• Draft deal one-pagers, engagement letters, and lender-facing documentation.
• Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on.
• Conduct market, sector, and comparable-transaction research to inform deal positioning and terms.
• Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling.
• Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress.

Required

• 0–2 years of experience in financial services, fintech, lending, or venture capital
• Strong working knowledge of financial statements — P&L, balance sheet, and cash flow
• Bachelor's degree in Finance, Business, Economics, or a related field
• Advanced Excel skills, with comfort building financial models under time pressure

Preferred

• CA, CFA, or progress toward either
• Prior exposure to credit underwriting or debt structuring
• Familiarity with CRM platforms (e.g., HubSpot)