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Private Equity Investment Specialist

Private Equity Investment Specialist

beBeeAccountantBelgaum, Karnataka, India
2 days ago
Job description

About our company

Our platform offers a seamless way to manage private equity investment structures, providing clients with the visibility and control they need to make informed decisions. By leveraging technology, we empower our clients to streamline their private equity investment processes and drive business growth.

With over 20 years of combined experience in private equity fund management, our founders have developed a deep understanding of the industry and its complexities. Our team has over 20 members working remotely in the UK and India, ensuring that we can provide comprehensive support to our clients.

As a key member of our team, you will play a critical role in onboarding new customers and helping them to manage their deal structures. This involves providing a strong onboarding experience, reviewing complex data sets, and validating client information through various legal documents.

Streamlining corporate legal structures onto our platform

  • Understanding complex data sets, reviewing data provided by clients, and validating it through checks to identify inconsistencies and errors.
  • Supporting customers in their journey to make our platform a part of their business-as-usual activities, dealing directly with customers for Q&A sessions, offering ongoing support after initial onboarding, product development, and customer data.

We are looking for a motivated and dedicated team player who is committed to achieving great objectives and enthusiastic about our mission.

  • A desire to be an early employee, working on a project from the very beginning, breaking new ground, and having a big impact on the overall shape of the product or service.
  • An openness to learn and understand the needs of highly demanding B2B customers and the problems we are solving for them.
  • The ability to problem-solve independently, identify creative solutions, pay great attention to details, and adopt a proactive approach to deliver client needs.
  • Desirable qualities include accounting, CoSec / Legal background, minimum 3 years of field experience, B2B products, professional services, and highly demanding professional customers.

  • Qualified company secretary or chartered accountant in the UK or India, comfortable reading legal agreements, understanding contents, good spoken and written English, diligent, detailed-oriented, skilled in Excel and Microsoft Office, independent thinker, able to spot own and others' mistakes, low ego, speaking up when basic questions are raised to prevent crucial errors, comfortable working with digital tools, always improving work processes, and a desire to contribute to DealsPlus' overall product and service development.
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    Investment Specialist • Belgaum, Karnataka, India

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