Quick Summary
Requirements Summary
Bachelor's Degree/Master’s in Finance,
Technical Tools
OtherAssociate
Responsibilities
~1 min read- →Responsible for building and managing fund projection models for public and non-private regulated funds such as Business Development Companies and Interval Funds
- →Run various scenario analyses and sensitivities in models to make recommendations to management
- →Oversee various automation projects related to debt facilities and forecast projection models
- →Prepare presentations and other data requests for lenders and rating agencies
- →Manage various ad-hoc projects
- →Work closely with other teams to ensure proper application of inputs into models and to deep-dive into assumptions
- →Assist with debt capital formation and balance sheet management
Requirements
~1 min readEducation/Certification:
- Bachelor's Degree/Master’s in Finance, Accounting or Business Degree preferred
- CPA/CA and/or CFA license a plus
Experience Required:
- Preferably 9+ years of relevant work experience
- Finance and financial services background a plus
- Strong Excel skills required; Excel skills focused on fund modeling a plus
- Experience with Power BI, Anaplan and other financial planning applications a plus
- Ability and desire to work in a fast paced and dynamic environment
- Excellent interpersonal and written communication skills
- Ability to successfully manage multiple priorities and competing demands
- A solutions-oriented, self-starter and ability to see the big picture
- An analytical mind and a passion/interest in bringing new ideas to increase efficiency of existing processes
- Good judgment in terms of escalating issues vs. solving problems independently
- Strong planning, organization, and analytical skills
- Dependable, great attitude, highly motivated and a team player
Principal, Financial Planning & Analysis
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
Location & Eligibility
Where is the job
Mumbai, India
On-site at the office
Who can apply
IN
Listing Details
- First seen
- July 9, 2026
- Last seen
- July 30, 2026
Posting Health
- Days active
- 90
- Repost count
- 0
- Trust Level
- 19%
- Scored at
- October 8, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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