Senior Analyst/Analyst - Investment Banking - Healthcare/Pharma Sector

Department : Investments

Reports to : Senior Associates - Investments

Location : Mumbai (Preferred)

Experience: 2-4 years

Job Description:

1. Investment Analysis & Execution

- Support evaluation of new investment opportunities and pipeline deals

- Own end-to-end financial modeling and valuation analysis

- Prepare Investment Committee (IC) memos and Information Memorandums (IMs)

- Lead and support due diligence (DD) processes and reports, including identifying key risks

- Conduct detailed company and industry research

2. Fundraising & Strategy Support

- Support investment strategy development through market and sector analysis

- Assist in fundraising, including preparation of pitch materials and responding to investor data - requests

- Support fund documentation, structuring, and coordination

3. Portfolio Monitoring & Value Creation

- Track portfolio performance and key KPIs

- Own MIS and portfolio reporting responsibilities

- Assist in IC and Board materials

- Support value creation and operational improvement initiatives

4. Market Research & Risk Monitoring

- Conduct sector research (Healthcare focus)

- Monitor portfolio and macroeconomic risks

5. Transaction & Operational Support

- Support deal execution and documentation review

- Work on internal trackers and ad-hoc analytical projects

Eligibility Criteria / Key Skills:

Mandatory:

- 2+ years of experience in Private Equity / Investment Banking

- Healthcare / Pharma sector experience is required

Strong experience in:

- End-to-end financial model ownership

- Preparation of DD reports

- Drafting IC memos / Information Memorandums

- Demonstrated career stability (avoid frequent short-term moves)

- Strong analytical, financial modeling, and valuation skills

Good to Have:

- Experience working in a startup or high-growth environment

- Portfolio monitoring / portfolio company exposure

Core Competencies:

- Communication Skills: Strong written and verbal communication with ability to present insights clearly

- Academic Background: Strong academic record; Commerce/Finance/Economics graduate; CA / CFA (pursuing/completed) or MBA (Finance) preferred

- Analytical Mindset: Strong financial analysis, research, and data interpretation skills; proficiency in Excel and PowerPoint

- Ownership & Work Ethic: High ownership, detail-oriented, and ability to work independently in a fast-paced environment