Investment Manager

Company Description

Kartar Wealth Advisors is a startup-focused investment matchmaking and deal facilitation platform, connecting Indian startups with private investors, family offices, HNIs, and business owners seeking curated investment opportunities. Committed to quality, transparency, and relationship-building, we offer tailored services, from startup screening to post-funding governance support. Our services span investor profiling, pitch deck advisory, due diligence support, and end-to-end deal facilitation. We specialize in helping startups at Pre-Seed, Seed, and Early-Stage levels, and work closely with investors, advisors, and mentors to foster meaningful collaborations. Based in Pune, we’re dedicated to empowering startups and investors alike.

Role Description

This is a full-time, on-site role in Pune for an Investment Manager at Kartar Wealth Advisors. The Investment Manager will be responsible for assessing potential investment opportunities, conducting detailed analyses, and developing investment strategies aligned with the company’s objectives. The role includes managing investor relationships, coordinating due diligence processes, and facilitating end-to-end deal closures. Additionally, the Investment Manager will provide insights on market trends and capitalizing on opportunities that align with client goals.

Qualifications

• Expertise in Investment Management and handling diverse investment portfolios
• Strong knowledge of Investments, Financial Markets, and investment opportunities
• Proficient in Analytical Skills and Data Interpretation for decision-making
• Experience in developing and executing Investment Strategies
• Excellent communication and collaboration skills with experience in stakeholder management
• Proven track record in managing early-stage investment processes and deal facilitation
• Relevant academic background, such as a MBA, CA, etc. within minimum 4 years of work experience