HDFC Limited - Equity Investments Role - Middle Office

Mid Office Role (Primary responsibility) :

- Quarterly Ind-AS portfolio valuations

- Regulatory filings with RBI, NHB and FIPB

- Investments portfolio review notes in coordination with the front end team

- Transaction support - Investment documentation, co-ordination

- Quarter end - Maturities, MTMs, Associates file, Items for ratification etc.

- Co-ordination with portfolio companies and venture funds for information required by various teams and auditors

- Coordinating broker empanelment, invoice payout, venture fund drawdowns/distribution etc.

Front Office (Secondary Responsibility) :

- Selection of sectors and investment opportunities

- Sectoral research/updates

- Changes in relevant regulations (FDI, RBI, SEBI, RBI): impact on portfolio companies

New Investment Proposals :

- Evaluation of new investment proposals including business & financial due diligence

- Evaluation of financial models/projections for investment proposals

- Negotiation on valuation and shareholder rights

Exits for existing investments :

- Evaluating exit opportunities for the existing equity investments

- Monitoring the performance of investee companies

- Preparation of equity research reports on listed investment

Transaction execution:

- Capital raise in existing investee companies

- Renegotiations of shareholder rights

- IPO of investee companies (CAMS, Suryoday, Utkarsh)

Strategic Transactions :

A few examples of recently concluded deals

- HDFC's equity capital raise

- Acquisition of Apollo Munich

- Acquisition of HDFC Credila's erstwhile promoter stake

- Gruh-Bandhan merger

- ESOP Valuation

Qualification & Experience :

- CFA, CA or MBA (finance)

- 3-4 years of post qualification experience

- Good analytical and logical ability

- Good communication skills (written & spoken)

- Good presentation and report writing skills