Investment Executive

Company Description

Bestvantage Investments partners with various clients and maintains strong relationships with banks, financial institutions, HNIs, NBFCs, private equity players, and FIIs. These partnerships enable us to provide capital at the lowest cost to our clients. We aim to offer tailored financial solutions that meet the unique needs of each client.

Investment Executive

Experience: 0 to 2 years (Freshers welcome)

Qualification: MBA preferred (Graduates in Finance, Economics, or related fields can also apply)

Location: Mumbai (Work from Office)

Responsibilities

• Conduct market research to identify emerging startups, M&A opportunities, and investment trends.
• Support the team in corporate funding activities and investor engagement.
• Assist in identifying and reaching out to potential investors, including FIIs, VCs, NBFCs, HNIs, and institutional investors.
• Schedule meetings and coordinate with clients to understand their financial needs and investment objectives.
• Compile reports, document investor feedback, and maintain accurate records of all interactions.
• Collaborate with senior leadership and support investment strategy execution.

Preferred Sector

• Investment Banking / Financial Services

Qualifications

• Graduate or Postgraduate in Finance, Business, Economics, or related fields
• MBA preferred, but not mandatory
• Internship or project experience in finance, research, or client-facing roles is a plus

Skills

• Strong communication skills (spoken and written English)
• Willingness to learn and grow in the investment domain
• Good research and analytical thinking ability
• Basic knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Time management and organisational skills

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