
Description:
Location: Mumbai
Qualification: CA or MBA
Role Summary:
- We are hiring an AVP to support the evaluation and execution of secondary and unlisted private market investments, including late-stage VC, growth equity, pre-IPO, and structured secondary transactions.
- This is a sell-side role with direct exposure to decision-making, deal structuring, and transaction execution.
Key Responsibilities:
- Investment Evaluation
1. Build and maintain financial models (3-statement, unit economics, cap tables, IRR/MOIC)
2. Analyze secondary deal structures (direct transfers, ESOP liquidity, partial exits, SPVs)
3. Conduct valuation benchmarking (public comps, private comps, last-round analysis)
4. Prepare investment memos / IC notes with risk, return, and downside scenarios
- Transaction Execution
1. Support end-to-end execution of unlisted & secondary transactions
2. Review term sheets and commercial SPA clauses (economics, preferences, protections)
3. Coordinate with lawyers, compliance, custodians, and counterparties
4. Track closing mechanics, transfers, and documentation
- Market Tracking & Portfolio Support
1. Track secondary market activity in VC-backed and pre-IPO companies
2. Maintain deal pipeline and internal investment trackers
3. Support portfolio monitoring, valuation updates, and reporting
Qualifications and Skills Required:
- Experience in IB (Front or Back office), Family Office, Equity Research, Transaction Advisory, CA, Audit firms, or Transaction Advisory
- Strong financial modeling and valuation skills
- Comfort working with unlisted companies and incomplete data
- High ownership mindset; execution-oriented
- Advanced Excel & financial modeling
- Valuation & transaction analysis
- Investment memo writing
- Commercial term evaluation
- Strong analytical rigor and communication
Didn’t find the job appropriate? Report this Job