Key Responsibilities:.
Investment Management: Be responsibility for entire lifecycle management of all investors in the portfolio.
Fundraising Support: Preparing materials including documents and analysis as well as directly interacting with different kinds of investors including HNIs, Institutional investors, Banks / NBFCs etc.
Documentation & Compliance: Handle the documentation and compliance processes for fund raise via various instruments including asset leasing, debentures, equity, etc.
Research & Strategy: Support the team in analytical and strategic insights pertaining to the existing portfolio.
Ad-hoc Support: Provide administrative and operational support to the team on an as-needed basis.
Qualifications and Skills:
- 4-6 years of experience in wealth management, investment banking, corporate finance, or related fields.
- CA or CFA or MBA in Finance from a reputed institution.
- Strong analytical and research skills.
- Proficiency in MS Excel and PowerPoint.
- Ability to manage documentation and compliance processes effectively.
- Excellent communication and organizational skills and confidence to speak to various stakeholders including investors.
Additional Information:
- The role offers exposure to a dynamic investment and research environment.
- Opportunity to work with a seasoned team in the exciting real estate investments space.
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