DVP / VP - Private Market Investments

Job Description: DVP / VP - Private Market Investments

Company: leading full service broking firm(insti, wealth, retail, merchant banking )

Location: Mumbai

Experience: 6 - 10 Years

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Role Summary

We are looking for a DVP/VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices. This role focuses on sourcing, evaluating, and advising clients on pre-IPO and early-stage venture capital opportunities. The ideal candidate will have a deep understanding of private equity and venture capital, a strong network in the startup ecosystem, and a proven track record of facilitating private market deals.

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Key Responsibilities

• Deal Sourcing and Evaluation: Identify and source high-potential pre-IPO and early-stage investment opportunities for clients.

• Client Advisory: Advise HNIs and family offices on private market deals, including conducting due diligence on startups' financial health, market position, and growth potential.

• Deal Facilitation: Manage the end-to-end deal process for pre-IPO placements and secondary transactions with ultra-high-net-worth (UHNI) investors. This includes preparing legal documents and negotiating terms.

• Startup Advisory: Advise startups on capital raising and funding strategies through HNIs, family offices, and micro-VCs.

• Market Analysis: Stay informed on market trends, competitive landscapes, and regulatory changes to guide investment strategies.

• Relationship Management: Build and maintain strong relationships with founders, VCs, family offices, and HNIs.

• Portfolio Management: Help clients integrate private market investments into their overall wealth plan for a balanced and diversified portfolio.

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Qualifications

• Experience: Proven experience in private equity, venture capital, or a related field, with a focus on advising HNI and family office clients. Experience facilitating pre-IPO and secondary transactions is highly preferred.

• Domain Knowledge: A strong understanding of private market investment strategies, including venture capital and growth equity. Familiarity with fund structures, financial modeling, and valuation analysis is essential.

• Network: An established network within the startup and private investment ecosystem in India.

• Education: A Bachelor's degree in Finance, Business, or a related field is required. An MBA or CFA is a plus.

• Soft Skills: Excellent communication, negotiation, and interpersonal skills with the ability to build trust and rapport with sophisticated investors.