Investment Analyst/Associate – Private Credit – Banking/Financial Services Virtuous Advisors and Resources Pvt. ltd.

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking an Investment Analyst/Associate to join its Private Credit desk. You will analyze investment opportunities, build financial models, and prepare memos for committees, while coordinating diligence with external advisors and monitoring portfolio companies post-investment.

The role requires 1–3 years in debt investments or related fields and an MBA or CA (first attempt). Strong Excel skills and analytical mindset are essential for success.

Qualifications

• MBA/CA with first attempt required.
• 1–3 years in debt investments or credit evaluation.
• Experience in investment banking is desirable.

Responsibilities

• Analyze potential investment opportunities.
• Assess macro and micro factors affecting targets.
• Prepare financial models.
• Draft investment memos for committees.
• Coordinate with external diligence agencies and lawyers.
• Monitor portfolio companies post-investment.
• Suggest corrective actions to improve performance.
• Prepare internal discussion memos for investment appraisal.
• Oversee recovery steps for invested amounts, if required.
• Prepare communications to investors.

Skills

Financial statements

MS-Excel

MS-PowerPoint

Analytical skills

Education

MBA/CA (1st attempt)

Job description

Investment Analyst / Associate – Private Credit

Location – Lower Parel, Mumbai

About the Role:

The incumbent will be a part of the investment team of a Special Credit Opportunities Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve evaluating various investment opportunities by doing thorough diligence, developing sector/industry understanding, preparing investment models and memos, presenting to investment committees, negotiating the transaction documents and regular monitoring of portfolio companies post investment.

Key Responsibilities:

• – Analysis of potential investment opportunities
• – Analysis of macro and micro economic factors impacting the target
• – Preparation of financial model
• – Preparation of investment memos to be put up to Investment Committees
• – Engaging with external diligence agencies and lawyers to finalize diligence and transaction documents
• – Post investment monitoring of investee companies
• – Taking corrective steps for improving performance of investee companies, if required
• – Preparing internal discussion memos for investment appraisal of investee companies
• – Taking recovery steps for realization of invested amount, if required
• – Preparation of various communications to be sent out to investors

Qualifications & Experience:

• – Qualification – MBA/CA 1st attempt
• – Experience – 1 – 3 years
• – Field of Experience – Experience in the field of debt investments/ credit evaluation/investment banking

Key Technical Skills:

• – In depth understanding of Financial Statements
• – Proficiency with MS-Excel and MS-PowerPoint
• – Strong analytical and quantitative skills and the ability to create/gather/analyze data