Analyst - Fund Investment

Position:

Analyst Fund Investments

(Endowment Investment Group, Azim Premji Trust)

Location:

Sarjapur Road, Bangalore

Roles and responsibilities:

1. Conduct detailed

   financial and market research

   on multiple fund offerings and asset managers to identify potential funds for investment.

1. Evaluate fund performance, strategy, risk, and portfolio diversification

   across various fund types (e.g., mutual funds, alternate investments vehicles (venture capital / public market funds).

1. Build and maintain

   financial models and performance analytics

   to project returns, cash flows, and risks of potential fund investments.

1. Perform due diligence

   of funds, investment mandates, compliance, and operational risks to support investment committee recommendations.

1. Assist investment principals in

   periodic review of the fund performance

   and prepare detailed

   investment reports, presentations, and recommendations

   for relevant stakeholders.

1. Track and analyze

   industry trends, regulatory changes, and economic indicators

   that may impact fund performance.

1. Collaborate

   with fund managers, legal, compliance, and external consultants to ensure alignment with investment guidelines and regulatory requirements.

1. Prepare and publish monthly

   MIS reports

   on fund performance and other relevant analytics.

Qualification and experience

1. Qualification CA / CFA (Cleared all 3 Levels)
2. Experience Relevant experience of 3 to 5 years in Corporate M&A / Financial Planning & Analysis roles, Credit Rating Agencies, Family Offices or Asset Management Companies.

Skills and Attributes

• Detail oriented, organized and capable of managing multiple projects and timelines
• Highly self-driven and confidence
• Effective communication and interpersonal skills
• Strong financial modeling and analytical skills
• Ability to work collaboratively in a team and engage with multiple stakeholders

Note The appointment may be in any associate entity of Azim Premji Trust

About the Organization

Azim Premji Trust

• Azim Premji Foundation

  , which focuses on improving the quality of public education across India.

• Azim Premji Philanthropic Initiatives

  , which funds and supports non-profits and grassroots organizations for long-term and consistent efforts to improve the lives of the most vulnerable communities.

professionally managed endowment

Endowment Overview

The Azim Premji Trust was funded primarily through equity transfers from Wipro Ltd. The corpus is professionally managed with an investment strategy aligned to generate consistent annual disbursements while preserving and growing capital in real terms. It is managed with a strong focus on responsible investing, governance, and capital preservation to ensure stable annual grants and the ability to support large-scale social initiatives over decades. Key characteristics include:

• Diversified Portfolio

  : Allocations across public market funds (domestic), fixed income instruments, private equity funds, and select alternative investments.

• Responsible Capital Stewardship

  : Emphasis on risk-adjusted returns, long-term value creation and alignment with ethical and social principles.

• Disbursement Discipline

  : Seamless and sustainable payout policy aligned with the Trust's long-term philanthropic goals.

?10,000 crore

Top of Form

Known for its scale, long-term vision, and deep commitment to social change, the Azim Premji Trust is among the largest philanthropic entities in India and is widely regarded as a model for strategic and ethical philanthropy.