DVP / VP - Private Market Investments

Role Overview: As a DVP/VP in Private Market Investments at a leading full-service broking firm in Mumbai, your primary responsibility will be to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices. Your role will involve identifying, evaluating, and advising clients on pre-IPO and early-stage venture capital opportunities. Your deep understanding of private equity and venture capital, coupled with a strong network in the startup ecosystem, will be essential for effectively facilitating private market deals. 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. 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.,