Analyst-CapC - Mumbai

Founderlink Technologies Pvt.Ltd; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Founderlink Technologies Pvt.Ltd is seeking an Analyst to join the capital consulting team in Mumbai. The role involves sitting in client and lender conversations, collecting and analyzing financials, and supporting deal structuring across venture debt and other debt products.

The candidate should have CA/CFA L3 clearance with up to 2 years in financial services and strong Excel modeling skills, with a degree in Finance/Business/Economics. Prior CRM exposure (HubSpot) is a plus.

Qualifications

• CA/CFA L3 cleared with 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.

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.

Skills

Financial analysis

Excel modeling

P&L analysis

Balance sheet analysis

Cash flow analysis

Education

Bachelor's in Finance/Business/Economics

Tools

HubSpot

Job description

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

• CA/CFA L3 Cleared with 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

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