Investment Analyst

Principal Officer – Investment Analyst

Location:

Company:

Overview:

Principal Officer – Investment Analyst

Key Responsibilities

Regulatory & Principal Officer Responsibilities

• Act as the Principal Officer as per IFSCA/SEBI regulatory guidelines.
• Ensure compliance with all reporting, filings, audit requirements, and documentation related to fund operations.
• Liaise with regulatory bodies, auditors, custodians, fund administrators, and other external stakeholders.
• Oversee internal governance, risk management, and adherence to fund policies.
• Monitor KYC/AML requirements and ensure proper documentation for investors and portfolio companies.

Investment & Portfolio Responsibilities

• Track and analyze the financial and operational performance of portfolio companies on a regular basis.
• Conduct in-depth financial analysis to evaluate key performance metrics and growth drivers.
• Prepare and present investment and portfolio performance reports with actionable insights and recommendations.
• Collaborate with portfolio founders to identify growth opportunities, challenges, and strategic directions.
• Support due diligence for new investments, including market research, financial analysis, and benchmarking.
• Stay updated on market developments, industry trends, and competitor dynamics across sectors.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or related discipline;

  CA, MBA, CFA

  is an added advantage.
• Strong analytical, research, and financial modeling skills.
• Proficiency in

  Excel, PowerPoint, and financial analysis tools

  .
• Solid understanding of venture capital, startup ecosystems, and early-stage investment frameworks.
• Excellent communication and presentation skills to engage effectively with founders and internal teams.
• Highly motivated, detail-oriented, and passionate about startups, entrepreneurship, and venture investing.
• Prior experience in investment analysis, fund management, or venture capital is preferred; understanding of IFSCA regulations is a plus.