Associate - AIF Strategy & Operations

About The Role

Key Responsibilities

• Support the leadership in structuring fund terms and preparing fund-related legal and operational documents.
• Work with internal and external legal counsel to ensure compliance with SEBI's AIF regulations and relevant legal frameworks.
• Maintain updated versions of Private Placement Memorandum (PPM), subscription agreements, and other key fund documentation.
  

• Coordinate and prepare investor-facing materials, including pitch decks, investment proposals, term sheets, and information memos.
• Manage and update the investor CRM, track the pipeline, and ensure timely follow-up and communication with prospects.
• Work closely with the sales and leadership teams to deliver customised materials for different investor segments.
• Handle the onboarding process for new investors, ensuring a seamless experience and compliance with KYC and regulatory requirements.
  

• Maintain the operational knowledge base and standard operating procedures for AIF activities.
• Track and report Go-to-Market (GTM) activities, investor engagement metrics, and fund performance updates.
• Liaise with internal departments (finance, compliance, sales) and external vendors to ensure deadlines and deliverables are met.
• Assist in building internal systems and processes that improve efficiency, reduce errors, and enhance investor satisfaction.
  

• Collaborate with finance teams on fund accounting, reporting, and audit requirements.
• Coordinate with external consultants, custodians, bankers, and trustees as required.
• Ensure timely dissemination of fund updates, regulatory filings, and investor & Skills Required
  

Technical Skills

• Strong proficiency in Excel for building and managing financial models.
• Ability to create clear, investor-ready proposals and presentations.
• Familiarity with CRM tools for pipeline management.
• Regulatory Knowledge: Understanding of SEBI's AIF guidelines and fund compliance requirements (preferred).
• Soft Skills: Exceptional communication, stakeholder management, and problem-solving skills.
• Educational Preference: CA, CFA, MBA (Finance) preferred but not mandatory if experience matches the role.