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Investment Analyst - Fintech/BFSI

Exceed Consulting

Ghaziabad, Uttar Pradesh, India Full-time June 07, 2026
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Opportunity Description

Our client, a Leading Financial Services company is looking out for a Investment Analyst - Fintech/BFSI to be based at Mumbai.


  • The ideal person should be MBA/CFA/CA or equivalent advanced degree from a top-tier institution with 5+ yrs experience of working in a Venture Capital, Private Equity, Investment Banking, or a combination thereof.
  • Should have strong understanding of the Indian fintech and BFSI ecosystem — lending, payments, insurtech, wealthtech, account aggregation, embedded finance.
  • Strong track record of end-to-end deal execution — from sourcing through IC approval to documentation and close.
  • Deep expertise in financial modelling, valuation (DCF, comparables, precedent transactions, scenario analysis), and cap-table structuring.
  • Demonstrated experience preparing IC memos, investment notes, and LP-facing materials.
  • The person would be responsible for Deal souring and origination, Investment Analysis & Due Dilig...
Full-time Financial Specialists

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