Permanent
Mumbai, Remote
Posted 7 months ago
- Role : Investment Manager
- Qualification : Bachelor’s in finance / accounting, Business, or related field. Master’s / PG (e.g., CFA, CPA) is preferred.
- Experience : Minimum 10 years
- Location : Remote (Extensive Travel – 50-75%)
- RM : VP/CEO
- Candidate Industry : Investment Banking / Market-Business Research, Consulting, KPOs.
- Responsibilities : Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. Financial Modeling
- Develop / maintain comprehensive financial models for customer projects & internal planning.
- Analyse project feasibility, financial performance, and return on investment.
- Provide financial insights and recommendations to support business decisions.
Investment Strategy
- Identify and evaluate potential investment opportunities aligned with orgn strategic goals.
- Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets.
- Collaborate with internal and external stakeholders to secure funding and investment partnerships.
Commercial Finance
- Develop and implement financial strategies to optimize business performance and growth.
- Conduct financial analysis, forecasting, and budgeting to support strategic initiatives.
- Monitor financial performance and provide regular reports to the CEO and executive team.
Stakeholder Engagement
- Travel to meet with clients, partners, and investors to build and maintain strong relationships.
- Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively.
- Communicate complex financial concepts to non-financial stakeholders effectively.
Reporting & Compliance
- Ensure compliance with financial regulations and reporting standards.
- Prepare and present financial reports to the executive team and board of directors.
- Maintain accurate and up-to-date financial records and documentation
Personal Attributes:
- 10+ years’ experience in commercial finance, investment management, or related roles.
- Proven experience in financial modeling, investment analysis, and deal structuring.
- Strong analytical skills with ability to interpret complex financial data.
- Dynamic & excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders.
- Highly motivated, with a proactive approach to identifying and pursuing opportunities.
- Willingness to travel extensively, including internationally.
- Ability to work on unstructured projects somewhat independently.
- Foreign Language Proficiency will be an added advantage.
Job Features
Job Category | Manager |
Vertical | Investment Research |
Work Style | Flexible - Remote - Travel |
Duration | Permanent |
Qualification | Masters/PG - CFA, CPA |
Experience | Minimum 10 years |
Preferred Domain | Investment Research, Business Research, IB |
Role Classification | Responsible for building financial models, identifying and structuring investment opportunities, and striking investment deals. This role requires extensive engagement with stakeholders, clients, and partners globally. The ideal candidate will have a robust commercial finance background, a strategic mindset, and a willingness to travel extensively. |