Trurealty - Financial Analyst

Company : TRU Realty Pvt Ltd

Role : Financial Analyst

Employment type : Full-time, Permanent

Experience : 6+ years

Location : Mumbai

Reporting to : Managing Director

Role Overview :

We are looking for a driven and well-networked Financial Analyst to join our investments team in Mumbai. This role is central to our growth strategy in the alternate investment funds (AIF) space, with a specific focus on real estate. The ideal candidate brings a proven track record of HNI fund-raising, deep expertise in AIF structures, and the business acumen to drive investor relationships and business development initiatives.

KEY RESPONSIBILITIES :

Investment Analysis & Fund Management :

- Conduct in-depth financial analysis and due diligence on alternate investment fund opportunities, with particular focus on real estate AIFs.

- Evaluate fund structures, investment strategies, risk-return profiles, and regulatory compliance of AIF products including Category I, II, and III funds.

- Assess and monitor portfolio performance, prepare investment memos, and present recommendations to senior management.

- Stay current with SEBI AIF regulations, market developments, and emerging investment opportunities in the real estate sector.

- Liaise with fund managers, including those at platforms such as Infradawn Capital and similar real estate-focused AIF managers.

HNI Fund Raising & Investor Relations :

- Leverage an existing high-net-worth individual (HNI) network to originate and close investments in real estate AIFs and structured products.

- Build and maintain strong, trust-based relationships with HNI and UHNI investors, family offices, and wealth management professionals.

- Drive the full fund-raising lifecycle - from investor identification and pitch preparation to documentation, onboarding, and post-investment servicing.

- Organize and conduct investor presentations, roadshows, and one-on-one meetings to communicate fund thesis, structure, and performance.

- Maintain a healthy pipeline and consistently meet or exceed fund-raising targets aligned with business objectives.

Business Development

- Identify and pursue new business opportunities within the real estate investment ecosystem including co-investments, joint ventures, and strategic partnerships.

- Collaborate with the marketing and product teams to develop pitch books, investment decks, and investor-facing materials.

- Represent the organization at industry events, conferences, and networking forums to strengthen brand presence and originate new investor leads.

- Map and track competitive landscape across real estate AIFs to identify whitespace opportunities and differentiated positioning.

REQUIRED QUALIFICATIONS & EXPERIENCE :

- Bachelor's degree in Finance, Economics, Business Administration, or a related field. MBA / CFA / CA preferred.

- 4-8 years of relevant experience in alternate investment funds, wealth management, investment banking, or real estate finance.

- Demonstrated experience in fund-raising from HNI/UHNI investors specifically within the real estate sector - with verifiable AUM raised.

- Strong understanding of AIF structures (Category I/II/III), SEBI regulations, and real estate investment frameworks in India.

- Prior exposure to or working knowledge of real estate AIF platforms such as Infradawn Capital, ASK, Motilal Oswal Real Estate Fund, or comparable funds.

- Proven ability to manage the end-to-end investor lifecycle - from origination through to reporting.

SKILLS & COMPETENCIES :

Technical Skills :

- Financial modelling and valuation

- AIF product knowledge & SEBI compliance

- Real estate underwriting & due diligence

- CRM tools and investor pipeline management

- Advanced Excel, PowerPoint, and data analysis Soft Skills & Attributes

- Exceptional communication and presentation skills

- Strong relationship-building and networking ability

- Target-driven with a hunter mindset

- High integrity and professional discretion

- Self-motivated with strong ownership and initiative

WHAT WE OFFER :

- Competitive fixed compensation with performance-linked incentive pay based on AUM raised.

- A collaborative, high-performance work environment with direct exposure to senior leadership.

- Opportunities for career growth within the alternative investment and real estate sectors.

- Access to a robust deal pipeline and premier investor network across India's financial ecosystem.