Role Overview: This role focuses on evaluating and managing a diverse range of private market investments, including late-stage PE/VC opportunities, pre-IPO deals, Fund of Funds, and Special Investment Vehicles. Responsibilities include in-depth due diligence, robust financial modeling, market research to identify emerging opportunities, transaction structuring and execution, and ongoing portfolio performance management. Financial: - Source and evaluate high-potential private market opportunities - Build and maintain a strong network with PE, VC, and IB firms to access quality deal flow - Prepare financial models and analyze financial statements - Monitor portfolio performance against industry benchmarks and key financial/operational metrics Strategic: - Collaborate with senior leadership to align private market strategies with overall business objectives - Identify macroeconomic, sectoral, and regulatory trends to inform strategic investment decisions - Contribute to whitepapers, thought leadership, and internal knowledge building - Liaise with external advisors, consultants, and partners to enhance investment strategy Operational: - Conduct end-to-end due diligence, including legal, commercial, operational, and compliance assessments - Draft investment memos and present findings to the investment committee - Coordinate with legal and compliance teams for transaction documentation and execution - Manage post-investment monitoring and reporting processes - Ensure adherence to internal processes, governance standards, and regulatory requirements Skills & Qualifications: - CA / MBA / CFA with 57 years of relevant experience in private equity, venture capital, investment banking, or alternative investments - Strong financial modeling and analytical skills - Excellent understanding of private market deal structures and fund vehicles - Exceptional communication and presentation skills - High level of attention to detail, ownership mindset, and ability to multitask in a fast-paced environment - Strong interpersonal skills and ability to work collaboratively across teams

Mumbai

Specialist - Strategic Sourcing - Private Wealth Firm 

Job Description for Specialist - Strategic Sourcing - Private Wealth Firm  in Workforce Wisdom in  Mumbai for (5-7) years of experience. Apply Now!