Centrum Wealth Management - Analyst - Investments - Private Credit - CA/IIM/FMS/MDI/XLRI

Centrum; Mumbai Suburban; On-site; INR 6,00,000 - 8,00,000; Full time

Job summary

A leading financial services firm in Mumbai is seeking an entry-level Analyst for their Wealth Management division. The successful candidate will support in sourcing investment opportunities and evaluate potential investments through detailed financial modeling and analysis. An MBA from a top institution or CA is preferred. The role offers a chance to work closely with senior team members and participate in negotiations, providing a solid start to a career in finance.

Qualifications

• Strong analytical skills and attention to detail.
• Ability to build detailed financial models for debt and equity instruments.
• Experience in investment origination and due diligence.

Responsibilities

• Support in sourcing new investment opportunities across private credit.
• Evaluate potential investments and conduct industry mapping.
• Build financial models and analyze capital structures.

Skills

Financial modeling

Investment analysis

Industry mapping

Negotiation skills

Portfolio management

Education

MBA from tier I Institutes

Chartered Accountant (CA)

Job description

Centrum Wealth Management - Analyst - Investments - Private Credit - CA/IIM/FMS/MDI/XLRI

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• Support in sourcing new opportunities across private credit and structured equity deals, including through direct outreach, advisor networks, and sponsor relationships.
• Evaluate potential investments by conducting industry mapping, competitor benchmarking, and screening business models across various sectors.
• Build detailed financial models for debt and equity instruments, including sensitivity analysis, scenario planning, and covenant modeling.
• Analyze capital structures, liquidity profiles, and solvency risk using in-depth credit metrics (e.g., leverage ratios, coverage metrics, downside case recovery).
• Support in structuring bespoke investment instruments, including senior secured debt, mezzanine, convertibles, warrants, etc.
• Prepare and coordinate comprehensive investment committee (IC) memos with quantitative and qualitative diligence, including key risk factors and mitigants.
• Assist in managing third-party advisors (legal, tax, technical, commercial diligence) and drive work-streams related to closing.
• Collaborate with internal legal and compliance teams to draft and review investment documentation including term sheets, facility agreements, shareholder agreements, and security documentation.
• Participate in negotiations alongside senior team members with borrowers, sponsors, and advisors.
• Monitor portfolio company performance through regular MIS review, management meetings, and covenant compliance checks.
• Prepare quarterly portfolio reviews with key financial KPIs, risk flags, and early warning indicators.
• Assist in executing portfolio optimization strategies including refinancing, follow-on funding, or restructurings as required.

Additional details:

• Investment Origination & Screening
• Support in sourcing new opportunities across private credit and structured equity deals, including through direct outreach, advisor networks, and sponsor relationships.
• Evaluate potential investments by conducting industry mapping, competitor benchmarking, and screening business models across various sectors.
• Investment Analysis & Due Diligence
• Build detailed financial models for debt and equity instruments, including sensitivity analysis, scenario planning, and covenant modeling.
• Analyze capital structures, liquidity profiles, and solvency risk using in-depth credit metrics (e.g., leverage ratios, coverage metrics, downside case recovery).
• Support in structuring bespoke investment instruments, including senior secured debt, mezzanine, convertibles, warrants, etc.
• Prepare and coordinate comprehensive investment committee (IC) memos with quantitative and qualitative diligence, including key risk factors and mitigants.
• Transaction Execution
• Assist in managing third-party advisors (legal, tax, technical, commercial diligence) and drive work-streams related to closing.
• Collaborate with internal legal and compliance teams to draft and review investment documentation including term sheets, facility agreements, shareholder agreements, and security documentation.
• Participate in negotiations alongside senior team members with borrowers, sponsors, and advisors.
• Portfolio Monitoring
• Monitor portfolio company performance through regular MIS review, management meetings, and covenant compliance checks.
• Prepare quarterly portfolio reviews with key financial KPIs, risk flags, and early warning indicators.
• Assist in executing portfolio optimization strategies including refinancing, follow-on funding, or restructurings as required.

Qualifications: MBA from tier I Institutes or CA preferred.

(ref:iimjobs.com)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Analyst

Industries

• Financial Services, Capital Markets, and Investment Advice

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