Investment Associate (3-6)

Oister Global (www.oisterglobal.com) is a leading Alternate Asset Manager in India's top-tier private market funds. With a strategic focus on venture capital, venture debt, private equity, and private credit, Oister is at the forefront of powering India's Alternative era.

Oister is looking for an Investment Associate who will play a crucial role in the investment process, assisting in sourcing and evaluating potential investment opportunities, leading in-depth due diligence, and portfolio management activities. The ideal candidate will have strong financial & business acumen, excellent analytical skills, and a passion for private market investments.

Profile description:

Investment Research & Analysis:

• Conduct market research to identify industry trends, competitive landscapes, and potential investment opportunities in targeted sectors
• Analyze financial statements, business plans, and company performance to evaluate potential investments
• Prepare comprehensive investment memos and presentations for the Investment Committee (IC). Lead the IC process including IC presentation and approvals.
• Support ad-hoc analysis, reporting, and data requests from senior management and stakeholders

Financial Modelling & Valuation:

• Develop and maintain complex financial models to assess investment opportunities and support decision-making
• Conduct valuations using various methodologies, including discounted cash flow (DCF), precedent transactions, and market comparable

Due Diligence:

• Lead the due diligence process including commercial, financial, legal, tax, HR, etc.
• Collaborate with external advisors, including DD vendors, legal, accounting, and industry experts, to gather relevant information and insights
• Maintain proper documentation, version control, and data hygiene for all investment and portfolio records

Transaction documentation and closure

• Assist in review of legal documents along with legal team
• Oversee execution of transaction documentation with the legal team including SHA, SPA, CP, CS, etc.
• Oversee entire transaction closure process and formalities with relevant teams

Assist in Business Development and Sales:

• Assist in partner DD processes and sales
• Collaborate in preparation of sales collateral including deck, FAQs, cashflow model, investment notes, etc.
• Respond to investor queries within the timelines committed
• Participate in sales pitches with ability to explain the product independently with sales team representation

Portfolio Management:

• Monitor and report on the performance of portfolio and keep the information updated for both the investment team and external stakeholders
• Prepare and manage periodic MIS, dashboards, and internal reports
• Respond to investor queries within the timelines committed
• Assist in periodic valuation process and other compliance and regulatory filings

Deal Sourcing & Networking:

• Support deal sourcing efforts by identifying potential investment opportunities through industry research, networking, and attending conferences
• Build and maintain relationships with industry contacts, intermediaries, and entrepreneurs to generate deal flow including active outreach.
• Maintain detailed pipeline trackers and dashboards

Candidate description:

• MBA from tier 1 institute with demonstrated track record of academic excellence
• 3-6 years of experience in investment banking, private equity, management consulting, or a related field.
• Strong passion for investing and private markets ecosystem - Prior experience of investing in growth to late-stage private companies is preferred.
• Network among Indian PE/VC funds, Investment Banks, Entrepreneurs is highly valued.
• Strong financial modelling, valuation, and analytical skills
• Excellent knowledge of venture capital / private equity industry trends and investment strategies
• Proficiency in Microsoft Excel, PowerPoint, and financial analysis software with ability to handle large datasets with accuracy
• Strong written and verbal communication skills
• High attention to detail, strong ownership mindset, and ability to meet strict timelines
• Ability to work independently and as part of a team in a fast-paced, dynamic environment

Location: Gurgaon