Upaya is seeking a full-time Analyst / Senior Analyst to join its Investments Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, investing and growing impact-first investments in India. The candidate will work closely with the investment team and portfolio companies to ensure alignment with Upaya s goals of financial sustainability and lasting social impact. This role requires strong financial acumen, analytical thinking, and a passion for supporting early-stage entrepreneurs.

Responsibilities:

Identify promising early-stage enterprises aligned with Upaya s mission through proactive sourcing, networking, and partnerships.

Conduct financial, operational, and impact due diligence, including deep dives into market, product, team, and scalability.

Design key indicators that best capture the financial and social performance of Upayas portfolio, conduct real-time analysis, and assist with visualization and external reporting when needed

Review financial statements of portfolio partners and highlight key performance metrics and trends across categories

Qualifications:

A MBA or Masters in Finance, Accounting and/or any other post-graduate finance degree is preferred but not mandatory. Must demonstrate proficiency in financial statement analysis, financial modelling etc

Skills:

1-3 years of post-qualification work experience as a finance professional in an investment fund/ investment banking/ consulting/ company.

Excellent analytical and organization skills.

Competence in MS Office is required with a high level of proficiency in MS Excel; experience with Google Sheets is a plus.

Strong relationship building skills, especially with regards to working closely with early-stage entrepreneurs.

Strong written and verbal communication (fluency required in English and fluency in other languages is a plus)

Comfortable with travel to partner locations especially far-away places like north-eastern states of India and impoverished communities

Strong work ethic and steadfast commitment to Upayas values

More Jobs at Upaya Social Ventures

Analyst / Senior Analyst

bengaluru

1.0 - 3.0 yrs

INR 10 - 13 Lacs

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Analyst / Senior Analyst