Investment Associate

As a proactive Associate at Wint Wealth, you will play a crucial role in the Business team, focusing on client onboarding, investment processes, and financial operations to ensure seamless debt transactions. Your responsibilities will involve onboarding new clients while considering credit and risk parameters, collecting initial data in Wint's format for the Due Diligence Process, and liaising with clients" mid and top management as well as internal teams for various processes related to debt exposure. Additionally, you will be expected to handle any other tasks assigned within the team. Your primary goal in this role is to gain a comprehensive understanding of the lifecycle of NCD and term loan transactions, acquire knowledge about NBFCs, MFIs, HFCs, and their products, conduct monthly checks on portfolio data and security criteria, and report any discrepancies. Furthermore, you should be prepared to travel 2-3 times a month for client meetings and new onboardings. To excel in this position, you should possess a CA Final/MBA/Any graduate degree with 1-2 years of experience (Freshers can also apply), a basic understanding of the bond market, and a keen interest in financial markets. Proficiency in MS Office and strong communication skills are essential for effectively carrying out your responsibilities within the team. Join Wint Wealth today and be part of a dynamic team that is revolutionizing the fintech industry!,