Investment Analyst

Investment Analyst

Description:

We are hiring an experienced investment professional with strong exposure to Private Equity, Pre-IPO, Special Situations, and Alternative Investments. The role involves managing the end-to end investment lifecycle from deal sourcing and evaluation to execution, portfolio monitoring, and exit planning. This position is ideal for candidates from buy-side investing, AIFs, family offices, or investment banking backgrounds who have hands-on experience evaluating Indian companies and executing transactions.

Key Responsibilities:

Deal Sourcing & Evaluation

- Identify and evaluate investment opportunities across Pre-IPO, Private Equity, Real Assets, and Special Situations

- Conduct management discussions and preliminary screenings

- Maintain deal pipeline tracker and prepare investment rationales

Financial Modelling & Valuation

- Build integrated 3-statement models, DCF and LBO models

- Perform comparable company & precedent transaction analysis

- Conduct credit analysis and downside risk assessment

- Prepare IRR and return projections

Due Diligence & Execution

- Coordinate financial, legal, and technical due diligence

- Draft Investment Memoranda (IM), Transaction Notes, and IC presentations

- Assist in deal structuring, negotiations, and closure

Portfolio Monitoring

- Track portfolio company performance and financial metrics

- Develop MIS dashboards and reporting trackers

- Recommend value creation and exit strategies

Market Research & Compliance

- Conduct sector research and monitor regulatory developments (SEBI/RBI/IBC)

- Support fund reporting, audits, and compliance processes

Mandatory Requirements:

- 5+ years experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing

- Strong buy-side analysis experience evaluating Indian companies

- Experience evaluating Pre-IPO, PE, real asset, and distressed/special situation investments

- Experience managing complete investment lifecycle (origination closure)

- Strong financial modelling skills (DCF, LBO, scenario modelling)

- Experience creating Investment Memoranda and IC presentations

- Strong understanding of valuation methodologies and credit analysis

- Familiarity with Capital IQ / PitchBook / Tracxn / Venture Intelligence

- Education: MBA (Finance) / CA / CFA

Preferred:

- CA or CFA Charterholder / Level III candidate

- Experience in PE funds, AIF Category II/III, IB, or Special Situation funds