Working Days: 6 days a week (from office) Notice Period Requirement: 30 Days Role & Responsibilities: - We are seeking an experienced investment professional with deep exposure to Private Equity, Pre-IPO markets, and Special-Situation or Distressed-Asset investments. - The Senior Investment Analyst / Associate will play a strategic role in managing the end-to- end investment lifecycle - from deal origination and evaluation to execution, portfolio monitoring, and exit planning across the Fund's three core investment verticals. - This role demands a combination of analytical depth, transaction execution capability, and strategic judgment, ideal for professionals from buy-side investing, AIFs, or investment banking backgrounds who are passionate about private market investing. Key Responsibilities: Deal Origination & Pipeline Management: - Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real- Asset, and Special-Situation spaces. - Leverage relationships with institutional networks, merchant bankers, investment bankers, and family offices. - Identify Pre-IPO / QIB opportunities, distressed assets, and real-asset investments aligned with the Fund's thesis. - Maintain a live deal pipeline tracker with detailed deal summaries, valuations, and progress updates. - Conduct preliminary screenings, management discussions, and develop investment rationales for shortlisting. Financial Modelling & Valuation: - Build integrated 3-statement financial models, LBO and DCF frameworks, and scenario-based simulations. - Conduct valuation benchmarking through comparable company and precedent transaction analyses. - Perform credit assessments and asset-level cash flow analysis for special-situation and real-asset investments. - Prepare return analyses, IRR projections, and downside-risk assessments for Investment Committee (IC) evaluation. Due Diligence & Investment Execution: - Lead and coordinate end-to-end due diligence across financial, legal, technical, and tax aspects. - Engage with external consultants, auditors, and legal counsel to validate assumptions and ensure deal integrity. - Draft comprehensive Investment Memoranda (IMs) and Transaction Notes for IC discussions. - Support term sheet negotiations, transaction structuring, and closure in collaboration with legal and compliance teams. Portfolio Monitoring & Value Enhancement: - Track quarterly and annual performance of portfolio companies and special-situation assets. - Evaluate business plan adherence, covenant compliance, and key financial metrics. - Develop MIS dashboards and performance trackers for internal and LP-level reporting. - Recommend value-creation initiatives, follow-on investments, and structured exits based on performance insights. Market Intelligence & Research: - Conduct sectoral and thematic research across Pre-IPO, real-estate, and special-situation markets. - Monitor macroeconomic trends, regulatory changes (SEBI, RBI, IBC), and policy developments affecting private markets. - Contribute to Investment Committee presentations, LP reports, and portfolio commentary. - Identify emerging themes, co-investment opportunities, and strategic sectors for future fund deployment. Fund Operations & Compliance Support: - Assist in fund reporting, SEBI compliance, and valuation reviews with auditors and custodians. - Support quarterly and annual LP reporting and performance analytics. - Collaborate with finance, legal, and fund administration teams to maintain robust governance and audit trails. Ideal Candidate: Strong investor analyst profile: - Mandatory (Experience): Must have 5+ years of experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing. - Mandatory (Tech Skills 1): Must have experience evaluating Indian companies by studying their financial statements, mutual funds, stock, future growth prospects, and overall investment attractiveness (Buy-side analysis) - Mandatory (Tech Skills 2): Must have experience evaluating Pre-IPO, Private Equity, Real Asset, and Distressed/Special Situation investments. - Mandatory (Tech Skills 3): Must have experience in managing end-end investment lifecycle from deal generation to closure. - Mandatory (Tech Skills 4): Must have strong financial modeling skills (LBO, DCF, scenario modelling) - Mandatory (Tech Skills 5): Must have created Investment Memoranda, Transaction Notes, and IC presentations. - Mandatory (Tech Skills 6): Must be proficient with valuation methods, credit analysis, asset-level cash flows. - Mandatory (Tech Skills 7): Must be familiar with any of these tools- Capital IQ, PitchBook, Venture Intelligence or Tracxn - Mandatory (Company): Preferably from PE funds, AIF Category II/III, IB, Special Situations funds. - Mandatory (Education): MBA (Finance), CA, CFA - Preferred education: CA, CFA (Charter holder / Level III Candidate) preferred

Mumbai

Senior Investment Analyst - Pre IPO & SME Domain 

Job Description for Senior Investment Analyst - Pre IPO & SME Domain  in Laksh Consultants in  Mumbai for (5-10) years of experience. Apply Now!