Portfolio Investment - FinTech Industry

Propriety / Portfolio Investment: Fintech Sector ( Gurgaon) for a very large and renowned global KPO who provides advisory and research services to some of the world's largest and most renowned fortune 500 companies and institutions. Incumbent needs to have deep expertise in fintech private equity and would be responsible for research and advisory to a large fund for debt and private equity investment, monitoring existing portfolio, spotting investment opportunities. Qualified CA/ MBA/ CFA with 3- 5 years experience may respond urgently to us urgntly.

Key Responsibilities;

- Portfolio monitoring of investments by the client for Equity and Debt securities

- Updating regular financials for portfolio companies, KPI tracking, periodic reporting

- Should have experience in the Asset management/Buy side advisory/Family office/Private Equity space

- Support on Fintech investments by the client through their funds

- Source proprietary investment opportunities and create pitchbook for shortlisted opportunities

- Should have a strong hold on doing research for potential funding of Fintech startups including company research, industry research and valuation