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Manager – Investment Research

Permanent
Remote
Posted 2 weeks ago
  1. Role : Investment Manager
  2. Qualification : Bachelor’s in finance / accounting, Business, or related field. Master’s / PG (e.g., CFA, CPA) is preferred.
  3. Experience : Minimum 10 years
  4. Location : Remote (Extensive Travel – 50-75%)
  5. RM : VP/CEO
  6. Candidate Industry : Investment Banking / Market-Business Research, Consulting, KPOs.
  7. 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
    1. Develop / maintain comprehensive financial models for customer projects & internal planning.
    2. Analyse project feasibility, financial performance, and return on investment.
    3. Provide financial insights and recommendations to support business decisions.

    Investment Strategy

    1. Identify and evaluate potential investment opportunities aligned with orgn strategic goals.
    2. Structure and negotiate investment deals, ensuring alignment with corporate objectives and financial targets.
    3. Collaborate with internal and external stakeholders to secure funding and investment partnerships.

    Commercial Finance

    1. Develop and implement financial strategies to optimize business performance and growth.
    2. Conduct financial analysis, forecasting, and budgeting to support strategic initiatives.
    3. Monitor financial performance and provide regular reports to the CEO and executive team.

    Stakeholder Engagement

    1. Travel to meet with clients, partners, and investors to build and maintain strong relationships.
    2. Represent at industry events, conferences, and meetings to promote financial strategies and investment opportunities extensively.
    3. Communicate complex financial concepts to non-financial stakeholders effectively.

    Reporting & Compliance

    1. Ensure compliance with financial regulations and reporting standards.
    2. Prepare and present financial reports to the executive team and board of directors.
    3. Maintain accurate and up-to-date financial records and documentation

Personal Attributes:

  1. 10+ years’ experience in commercial finance, investment management, or related roles.
  2. Proven experience in financial modeling, investment analysis, and deal structuring.
  3. Strong analytical skills with ability to interpret complex financial data.
  4. Dynamic & excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders.
  5. Highly motivated, with a proactive approach to identifying and pursuing opportunities.
  6. Willingness to travel extensively, including internationally.
  7. Ability to work on unstructured projects somewhat independently.
  8. Foreign Language Proficiency will be an added advantage.

Job Features

Job CategoryManager
VerticalInvestment Research
Work StyleFlexible - Remote - Travel
DurationPermanent
QualificationMasters/PG - CFA, CPA
ExperienceMinimum 10 years
Preferred DomainInvestment Research, Business Research, IB
Role ClassificationResponsible 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.

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