Mumbai, Maharashtra, India
Investment Analyst with experience in alternative investments, working across private credit and private equity transactions in mid-market companies. Strong in financial modeling, cash flow analysis, due diligence, and risk-return evaluation, with the ability to translate complex data into investment-ready insights. Known for a rigorous analytical approach, clear communication, and high ownership mindset. Seeking to grow within global credit or private equity platforms where disciplined underwriting and long-term value creation are core.
• Analyst at an Alternative Investment Fund, supporting private structured credit and equity investments across Indian mid-market companies. • Lead pre-investment research and execution support, including Pre-Due Diligence (Pre-DDS), financial modelling, cash flow and return analysis, industry and competitive landscaping, and promoter / governance diligence. • Evaluate capital structures, downside risk, covenant frameworks, and risk-adjusted returns across debt and equity instruments. • Prepare investment committee (IC) materials, deal notes, and senior-management presentations, translating complex analysis into clear decision-making insights. • Actively involved in deal execution support, portfolio monitoring, covenant tracking, performance analysis, and periodic credit and operational reviews post-investment. • Co-Developed and manage a weekly fixed income newsletter, covering macroeconomic developments, interest rates, spreads, credit markets, and portfolio-relevant themes to support internal investment views.
• Conducted portfolio-level risk and delinquency analysis for loan books within the Self-Employed Non-Professional (SENP) segment, identifying emerging stress trends. • Performed data validation and quality checks on large loan datasets, ensuring accuracy in sectoral and industry-level delinquency assessment. • Analyzed borrower and sector concentration risks to highlight segments with elevated default probability. • Worked with risk, credit, and business teams to support data-driven portfolio monitoring and reporting.
• Supported the mid-market corporate lending team by conducting financial analysis and credit evaluation for companies seeking debt financing. • Analyzed financial statements, cash flows, and leverage profiles to assess creditworthiness and debt serviceability. • Conducted sector and market research across industries such as smart meters and data centers, identifying growth drivers, risks, and lending opportunities. • Assisted in preparing credit notes, internal reports, and presentations, translating analytical findings into actionable insights for credit decision-making. • Worked closely with investment and credit teams to support data-driven underwriting and deal evaluation.
• Analyzed and integrated sales and financial datasets, ensuring data consistency, accuracy, and preservation of historical records for reporting and analysis. • Applied data analytics techniques to identify anomalies, improve data quality, and generate actionable insights for sales and finance teams. • Conducted customer and revenue trend analysis, supporting optimization of pricing, outreach strategies, and sales performance tracking. • Translated analytical findings into clear dashboards, summaries, and management-level insights to support decision-making.