Investment Analyst/Associate – Private Credit – BFSI Virtuous Advisors and Resources Pvt. ltd.

The Corporate Institute; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Investment Analyst / Associate Private Credit to join its investment team. You will analyze opportunities, build financial models, and prepare investment memos for committee review, while coordinating with diligence firms and lawyers to finalize transactions.

You will also monitor portfolio companies post-investment and take corrective actions to improve performance, while preparing internal discussion memos and investor communications as needed.

Qualifications

• MBA with relevant experience in debt investments or investment banking.
• 1–3 years of experience in financial services or credit evaluation.
• Experience in debt investments/credit evaluation/investment banking.

Responsibilities

• Analyze potential investment opportunities in private credit.
• Assess macro/micro economic factors impacting targets.
• Prepare financial models and investment memos for committees.
• Engage with diligence teams and legal for transaction closure.
• Monitor portfolio companies post-investment and drive performance improvements.
• Prepare internal memos for investment appraisal and recovery steps if required.
• Prepare communications to investors.

Skills

Analytical thinking

Quantitative analysis

Financial statement analysis

Education

MBA

Tools

MS Excel

MS PowerPoint

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 with relevant experience
• 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