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Position Title: Investment Professional Location: Mumbai Experience Required: 6-10 years Qualification: Chartered Accountant (CA) and / or CFA and / or MBA Finance [Preference for exceptional academics] Preferred Background: Investment Banking, Financial Due Diligence, Strategic Investments Sector Exposure: Financial Services and Technology Role Overview We are seeking a highly motivated and analytical investment professional to join the Investments Team of our client at Mumbai office. This role is ideal for a seasoned Chartered Accountant with a strong background in investment analysis, deal execution, and portfolio monitoring. The candidate will be instrumental in identifying and evaluating non-trading investment opportunities-primarily in unlisted companies -aligned with the Bank's strategic growth priorities, especially in the Financial Services and Technology domains. Key Responsibilities New Investments & Divestments (50%) Opportunity Origination & Pipeline Development Identify and build a pipeline of potential investee companies (e.g., FinTechs, SaaS providers) through collaboration with internal business units and market intelligence. Engage with target companies to explore business synergies and investment opportunities. Evaluation & Investment Thesis Development Conduct in-depth business and financial analysis, including validation of business linkages with internal teams. Draft comprehensive investment memos for the Investment Committee/Board, covering industry insights, company analysis, financial models (including IRR), and risk assessments. Strategic Alignment Ensure proposed investments align with the Bank's long-term strategic objectives and enhance its competitive positioning, especially in the technology space. Deal Execution (20%) Manage end-to-end execution of approved investments/divestments: Draft term sheets and agreements (in cases without external counsel). Lead due diligence efforts and define scope/agendas. Coordinate all aspects of deal closure including documentation, legal, regulatory, and compliance processes. Liaise with Legal, Secretarial, and Compliance teams to ensure seamless execution and governance adherence. Record Keeping & Governance (10%) Maintain structured and compliant documentation for each transaction: IC and Board approvals, NDAs, due diligence reports, final agreements, and key correspondences. Ensure audit-readiness and traceability of decisions. Portfolio Monitoring & Performance Review (20%) Conduct regular performance tracking of the Bank's investment portfolio: Meet with portfolio companies and fund managers to monitor developments and gather insights. Analyze financial and operational updates against investment thesis. Prepare IRR calculations and performance summaries for internal reviews and Investment Committee reporting (biannual reports for AIFs and strategic holdings). Stakeholder Management Present analyses and recommendations to the Bank's Investment Committee and senior leadership. Collaborate cross-functionally with Market Risk, Legal, Secretarial, Compliance, and various Business Teams. Facilitate business development leads for internal teams based on interactions with external companies. Candidate Profile Chartered Accountant with 6-10 years of relevant experience. Proven track record in evaluating investment opportunities, especially in financial services and emerging tech sectors. Strong financial modeling and due diligence skills. Strategic thinker with excellent written and verbal communication. Collaborative and detail-oriented with strong stakeholder management capabilities. Monika (ref:iimjobs.com) Show more Show less
