Investment Analyst – Private Company Sourcing (Buy-Side)

About Precize

Precize is an alternative investment platform that provides access to pre-IPO shares and global trade finance opportunities.We envision a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing in India.

About the Role

Investment Analyst

Key Responsibilities:

• Company Sourcing

  – Identify private companies (including those admitted to NSDL/CDSL in demat form) through databases, industry research, and networks.

• Market Mapping

  – Build sector landscapes to spot high-potential businesses across growth and late-stage segments.

• Founder Outreach

  – Engage with promoters, founders, and advisors to explore potential investment opportunities.

• Preliminary Assessment

  – Analyze financials, governance, and compliance (including demat/shareholding structures) of shortlisted companies.

• Investment Notes

  – Prepare screening reports, teasers, and pipeline dashboards for the investment committee.

• Relationship Development

  – Build connections with bankers, intermediaries, and ecosystem players to generate proprietary deal flow.

• Tracking Trends

  – Monitor SEBI/NSDL/CDSL updates on demat requirements, private company admissions, and pipeline for potential listings.

Qualifications:

• Bachelor’s degree in Finance, Economics, Commerce, or related field (MBA/CFA preferred).
• 1–3 years of experience in investment banking, venture capital, private equity, consulting, or corporate finance.
• Strong understanding of financial statements, valuation, and regulatory frameworks (SEBI, NSDL/CDSL).
• Excellent communication and networking skills to engage founders and stakeholders.
• Ability to work independently, with high attention to detail and initiative in sourcing opportunities.

What We Offer:

• Direct exposure to sourcing and evaluating private investment opportunities.
• A chance to work with an entrepreneurial team building a differentiated deal pipeline.
• Competitive compensation with performance-based incentives.

Location -

Company Profile

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