Senior Investment Analyst/Associate

About the Role :

We are looking for a highly driven and research-oriented investment professional to join our investment team as a Senior Investment Analyst / Associate. This role offers a unique opportunity to work across Private Equity, Pre-IPO, Real Asset, and Special-Situation investments while participating in the complete investment lifecycle from sourcing to exit.

The ideal candidate should possess strong buy-side investment analysis capabilities, deep financial modelling expertise, and experience evaluating Indian businesses across listed and unlisted markets. This role is best suited for professionals from Private Equity funds, AIFs, Investment Banking, Family Offices, or Special Situations investing environments who are passionate about private markets and long-term value creation.

You will work closely with senior investment leaders and play a strategic role in identifying high-potential investment opportunities, conducting deep-dive research, executing transactions, and monitoring portfolio performance across multiple investment verticals.

Key Responsibilities :

Deal Origination & Investment Evaluation :

- Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real Asset, and Special-Situation sectors.

- Build and maintain strong relationships with institutional networks, investment bankers, merchant bankers, family offices, and market intermediaries.

- Identify high-potential Pre-IPO, QIB, distressed asset, and special-situation investment opportunities aligned with the funds strategy.

- Conduct preliminary company analysis, management interactions, and investment screenings to build investment hypotheses.

- Maintain active deal pipelines, valuation trackers, and investment opportunity databases.

Financial Modelling & Valuation :

- Build detailed integrated financial models including 3-statement models, DCF models, LBO models, and scenario-based valuation frameworks.

- Conduct comparable company analysis, precedent transaction analysis, and valuation benchmarking exercises.

- Perform credit analysis, asset-level cash flow analysis, downside-risk assessments, and return projections.

- Develop investment return scenarios, IRR analysis, and sensitivity modelling for Investment Committee evaluations.

Due Diligence & Transaction Execution :

- Lead end-to-end due diligence processes across financial, legal, tax, operational, and technical aspects.

- Coordinate with external consultants, auditors, legal advisors, and transaction stakeholders.

- Prepare detailed Investment Memoranda (IMs), Transaction Notes, and Investment Committee presentations.

- Support transaction structuring, negotiations, documentation, and deal closures in collaboration with legal and compliance teams.

Portfolio Monitoring & Value Creation :

- Monitor portfolio company performance through quarterly and annual reviews.

- Track operational and financial KPIs, covenant compliance, and strategic business milestones.

- Build MIS dashboards, portfolio performance trackers, and LP reporting frameworks.

- Recommend value-creation initiatives, follow-on investment opportunities, restructuring strategies, and exit pathways.

Market Research & Investment Insights :

- Conduct thematic, sectoral, and macroeconomic research across private equity, pre-IPO, real-estate, and special-situation markets.

- Monitor regulatory developments including SEBI, RBI, IBC, and private market policy changes.

- Identify emerging investment themes, co-investment opportunities, and high-growth sectors for future capital deployment.

- Contribute to investment strategy discussions, LP reporting, and market commentary.

Fund Operations & Compliance Support :

- Support fund reporting, valuation reviews, audit coordination, and SEBI compliance activities.

- Collaborate with finance, legal, operations, and fund administration teams to maintain governance standards and audit readiness.

- Assist with quarterly and annual investor reporting and portfolio analytics.

Ideal Candidate Profile :

Mandatory Requirements :

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

- Strong buy-side investment analysis experience involving deep evaluation of Indian companies and private market opportunities.

- Experience evaluating Pre-IPO, Private Equity, Real Asset, and Distressed/Special-Situation investments.

- Proven experience managing the complete investment lifecycle from deal origination to transaction closure.

- Strong financial modelling expertise including DCF, LBO, scenario modelling, and valuation analysis.

- Experience preparing Investment Memoranda, Transaction Notes, and Investment Committee presentations.

- Strong understanding of valuation methodologies, credit analysis, and asset-level cash flow modelling.

- Hands-on experience with research and investment platforms such as Capital IQ, PitchBook, Venture Intelligence, or Tracxn.

- Strong research-oriented and thesis-driven investment analysis mindset.

- Candidates with predominantly transaction execution or M&A-only profiles may not be suitable.

Preferred Background :

- Prior experience with Private Equity funds, AIF Category II/III funds, Investment Banks, or Special Situations funds.

- MBA (Finance), CA, or CFA qualification is mandatory.

- CA and CFA Charterholders or CFA Level III candidates will be preferred.

- Strong understanding of Indian private markets, investment ecosystems, and regulatory frameworks.

Why Join Us?

- Opportunity to work across diverse private market investment opportunities including Pre-IPO, PE, and Special Situations.

- High ownership role with exposure to end-to-end investment decision-making.

- Work closely with senior investment leaders and institutional stakeholders.

- Dynamic and intellectually stimulating investment environment.

- Strong exposure to strategic investing, deep research, and value creation initiatives.