Analyst/Associate - Investment & Portfolio - BFSI

We are seeking a dynamic and ambitious individual and a learner to join our team as an Investment and Portfolio Analyst/Associate. In this role, you will learn and contribute to the success of our innovative and forward-thinking venture capital fund focused on the Fintech/Tech First sector in India. You will have the opportunity to participate in fund setup, deal sourcing, investor relations, deal execution, due diligence, portfolio management, and thought leadership initiatives.

Responsibilities:

Fund Setup: Collaborate closely with legal counsel, tax advisors, trustees, and merchant bankers to review and contribute to the fund setup documentation.

Deal Sourcing and Execution: Utilize various channels to source potential investment opportunities. Network and build collaborations with relevant stakeholders to execute deals effectively. Manage legal documentation and financial transactions.

Due Diligence: Conduct comprehensive due diligence on prospective targets, analyzing financials, market trends, and competitive landscapes. Prepare investment committee (IC) memos and financial models for evaluation.

Portfolio Management: Prepare investor memos and internal updates based on insights gathered from investee companies. Work closely with investee companies to provide strategic guidance and leverage your network to support their growth trajectory.

Exits: Coordinate closely with investee companies to facilitate profitable exits. Collaborate with investment bankers and founders to maximize financial and impact returns.

Research and Thought Leadership: Generate research material and contribute to thought leadership initiatives in key areas of focus, such as Fintech and SaaS..

Key Competencies:

- Ability to learn and thrive in small, collaborative teams.

- Strong focus on execution, ensuring efficient and timely completion of tasks.

- Exceptional stakeholder management skills, capable of building and maintaining positive relationships externally.

- Excellent negotiation skills to drive favourable terms and agreements.

- Strategic thinking to identify and pursue promising investment opportunities.

- Outstanding interpersonal skills, promoting effective collaboration and communication within the team and with external parties.

Candidate Requirements ( Must Have ) :

Educational Qualifications: MBA/CA/CFA.

Work Experience: A min of 2 years of experience in fund management, preferably in venture capital or private equity.

Work Location: Mumbai.