Lead Investment Analyst

Role Summary:

The Lead Investment Analyst/ Principal for alternative investment fund ("AIF") and Private Equity will play a crucial role in evaluating investment opportunities, conducting due diligence, and managing portfolio performance of AIF's. This position requires deep expertise in private equity, strong analytical skills, and the ability to develop investment strategies across various sectors. The ideal candidate will bring extensive experience in AIF, private equity, and high-level investment analysis to support our growth and investment objectives.

The role will require conducting detailed analysis of companies' financial performance, industry trends, and potential opportunities to determine whether an investment would be profitable. It will also entail a critical role in monitoring the performance of the companies in the portfolio and developing exit strategies to maximize returns.

Investment Analysis & Due Diligence:

- Conduct in-depth analysis and due diligence on potential private equity and alternative investments

- Assess the financial and operational health of target companies and funds

- Develop financial models to evaluate investment returns, cash flows, and exit strategies

- Identify potential risks and mitigations, assessing both macroeconomic factors and sector-specific conditions

Stakeholder Communication:

- Present investment recommendations and portfolio updates to senior management, investors, and the Investment Committee

- Build relationships with industry experts, attend conferences, and stay current on competitor strategies and market movements

- Contribute to thought leadership by publishing sector analyses, market outlooks, and investment insights

Specific Responsibilities: Portfolio Management & Monitoring:

- Oversee and monitor the performance of existing investments within AIF and private equity portfolios

- Regularly review portfolio companies' financial performance and operational milestones

- Conduct ongoing risk assessment and portfolio rebalancing to align with investment objectives

- Work closely with portfolio companies to ensure value creation and strategic alignment with fund goals

Market Research & Sectoral Insights:

- Perform market research and analyze industry trends to identify new investment opportunities

- Develop insights on key sectors including technology, healthcare, consumer goods, and infrastructure

- Prepare sector-specific reports to support investment strategy development and decision making.

Deal Structuring & Negotiation:

- Lead the structuring and negotiation of investment deals, ensuring alignment with investment criteria and risk tolerance

- Collaborate with legal, compliance, and tax teams to optimize deal structures

- Prepare comprehensive investment memos and presentations for the Investment Committee

Technical Skills:

Key Performance Indicators:

Skills & Competencies:

- Expertise in financial modelling, valuation techniques etc,

- Proficiency in MS Excel, PowerPoint, and financial databases

- Familiarity with legal, tax, and regulatory aspects of private equity and AIF

Qualification Requirement:

Min. Education, Professional Qualification, etc.:

- MBA (Finance), CFA, or CA preferred

- A background in Economics, Finance, or a related field is advantageous

Relevant Work-experience Required:

- 7-10 years of relevant experience in AIF, Private Equity, Venture Capital or similar domain.

- Proven track record in sourcing, evaluating, and managing private equity investments

- Strong knowledge of portfolio management, with experience in monitoring and optimizing investment performance

- Familiarity with alternative investment structures and their regulatory requirements in India