22 Investment Memos Jobs

You are seeking a Fund Manager with a minimum of 3 years of investment experience to drive deal sourcing, diligence, and portfolio operations within the PE/VC fund. - Source, evaluate, and structure investments. - Conduct due diligence and prepare investment memos. - Manage portfolio monitoring and performance reporting. - Support fund operations, accounting, and LP communications. - Coordinate with external administrators and vendors. - Mentor junior team members. Requirements: - Bachelors degree; MBA/CFA/CA preferred. - At least 3 years in PE, VC, IB, or M&A. - Strong modeling and analytical skills. - Familiarity with fund operations and accounting. - Excellent communication and collaborat...

Opportunity to work with a leading global VC fund in their Bangalore office. Opportunity to be a part of Seed to Series C stage funding. Job Description Identify and source promising startups while building strong founder relationships. Conduct market research, market mapping, and competitor benchmarking to evaluate sectors and opportunities. Perform detailed financial modelling and support comprehensive due diligence across business, financial, and legal aspects. Drive business development initiatives to strengthen the firm's network and pipeline. Assist portfolio companies with strategic initiatives, fundraising, and growth planning. Prepare investment memos, track portfolio performance, a...

Role Overview: As an Equity Research Analyst, you will be responsible for conducting thorough equity and private market research across various sectors, including unlisted and pre-IPO companies. Your role will involve building and maintaining financial models, performing valuation analysis, evaluating strategic investment opportunities, tracking industry trends, and preparing investment recommendations for internal committees and stakeholders. Additionally, you will collaborate with fund managers, investment teams, and external partners to identify and execute investment deals. Key Responsibilities: - Conduct in-depth equity and private market research across sectors, including unlisted and ...

Role Overview: Redesign Health is dedicated to transforming ideas into outcomes by building enduring companies and advising enterprise clients to advance sustainable innovation across the healthcare ecosystem. As a Principal with the New Ventures team based in Bengaluru, India, you will play a crucial role in identifying and building market-defining healthcare companies globally. In this position, you will lead the research, prototyping, and launch of new Portfolio Companies in the healthcare space, reporting to a leader on the New Ventures team in the U.S. Your work hours will overlap 5 hours per day with Eastern Standard Time. Key Responsibilities: - Explore and analyze global healthcare m...

Job Title: Equity Research Analyst Experience Required: Minimum 4 years Qualification: Must be a CA, CMA, or CFA Location: 4th Floor, Tower B, Godrej Eternia, Divisa Herbals Pvt. Ltd., Plot No. 70, Industrial Area Phase I, Chandigarh 160002 Employment Type: Full-time Key Responsibilities: Conduct in-depth equity and private market research across sectors, including unlisted and pre-IPO companies . Build and maintain financial models and perform valuation analysis using DCF, comparables, and precedent transactions. Critical evaluation of strategic and anchor investment opportunities in IPOs and private placements, supporting due diligence and deal assessment. Track industry trends, competitiv...

As an M&A Analyst at Ambit Tax and Accounting Services LLP, your role will involve supporting end-to-end M&A transactions by conducting market research, industry benchmarking, and target screening to identify acquisition opportunities. You will be responsible for building and maintaining financial models, preparing investor presentations, and assisting in due diligence reviews. Collaboration with senior deal team members and cross-functional teams during the execution phase will be essential. Key Responsibilities: - Conduct market research, industry benchmarking, and target screening to identify acquisition opportunities. - Build and maintain financial models including DCF, LBO, and comparab...

Role Overview: Redesign Health is looking for a Director to join the New Ventures team based in Bengaluru, India. As a Director, you will play a key role in identifying and building market-defining healthcare companies globally. You will be responsible for developing seed-stage startup ideas and collaborating closely with founding teams. This position will report to a Managing Director in the U.S. and requires working hours that overlap with Eastern Standard Time. Key Responsibilities: - Explore and analyze U.S. and global healthcare markets to identify areas ready for innovation. - Conduct thematic research and quantitative analysis to refine initial ideas into investable concepts. - Lead t...

As an Investor Relations & Fundraising Associate at SignalX, you will play a crucial role in managing the capital raise efforts and establishing long-term relationships with investors. Your responsibilities will include: - Fundraising: - Managing the end-to-end fundraising process, which involves the preparation of pitch decks, financial models, and investment memos. - Identifying and engaging potential investors such as VCs, PEs, angels, family offices, and strategic partners. - Scheduling and leading investor meetings, presentations, and follow-ups. - Maintaining and expanding a strong network of investor relationships. - Driving due diligence processes and coordinating with internal teams...

As a member of the team at EduCore, a fast-growing boutique investment banking firm specializing in the education and real estate sectors in India and the GCC, you will have the opportunity to contribute to high-profile transactions such as school and university sale-leasebacks, M&A, and capital raises. Our goal is to establish ourselves as the leading advisor in these sectors by providing in-depth sector insights, exceptional execution, and global reach. - Assist in the execution of live M&A, fundraising, and structured finance transactions - Conduct industry, financial, and investor research with a focus on K-12, higher education, edtech, and education infrastructure - Prepare investment m...

Role Overview: As a candidate for the position, you will be expected to utilize your technical and domain expertise in building complex financial models, investment memos, pitch books, and valuation summaries. Your responsibilities will include conducting due diligence, business analysis, and opportunity assessments for M&A and PE mandates. You will also be supporting transaction advisory services by engaging in deal screening, investor presentations, and synergy evaluations for a diverse range of client types, including family offices, corporates, PE/VC firms, and asset managers. Additionally, you will be executing buy-side and sell-side transaction support across M&A and private equity man...

Role Overview: As an Investment Associate at CedarIBSi Capital, you will play a pivotal role in driving the funds investment strategy by sourcing, evaluating, and executing early-stage FinTech and Financial Services-Infrastructure opportunities. Your role will require a strong combination of analytical rigor, market research, and relationship-building skills to identify high-potential ventures and support portfolio companies. You will contribute across the entire investment lifecycle - deal sourcing, diligence, portfolio management, and value creation. Additionally, you will help amplify the fund's presence in the FinTech ecosystem through thought leadership, research, and marketing contribu...

You will play a critical role in identifying and evaluating high-quality investment opportunities, conducting thorough due diligence, managing key external relationships, and monitoring the performance of our portfolio assets. Proactively identify and build a pipeline of investable opportunities across real assets, operating businesses, and private credit. Engage with founders, promoters, and intermediaries to evaluate early-stage deal flow and strategic fit. Support comprehensive due diligence across financial, operational, legal, commercial, and regulatory dimensions. Summarize key findings and red flags in investment memos and diligence reports. Prepare compelling investment materials, in...

As an M&A Analyst at Ambit Tax and Accounting Services LLP, located in Ahmedabad with US Time Zone overlap required, you will be an essential part of the Financial Advisory & Strategy division. You will be responsible for supporting various M&A transactions by conducting market research, building financial models, assisting in investor presentations, and performing due diligence reviews. Your role will involve collaborating with senior deal team members and cross-functional teams during the execution phase. Key Responsibilities: - Conduct market research, industry benchmarking, and target screening to identify acquisition opportunities. - Build and maintain financial models including DCF, LB...

: • 3-5 years of experience in private equity, venture capital, investment banking, or transaction advisory. • Experience preparing investment memos, dashboards, and board-level presentations. • Financial modeling, forecasting, and valuation Health insurance Provident fund Gratuity

About the company: An emerging player in the logistics-tech space, driving efficiency and transparency through digital innovation. We aim to redefine how goods move across the ecosystem. Role Summary Own the acquisitions engine that delivers inorganic growthbuilding a nationwide deal pipeline, shaping investment theses, negotiating transactions, and handing over integrated, value-accretive businesses to operations. Key Responsibilities : Target Identification & Pipeline Management : Build and refresh a database of 5,000 domestic freight brokers; apply multi-factor scoring to prioritize 250300 high-potential targets. Track adjacent segments (GPS solutions, payment solutions, TMS platforms, us...

We are looking for a driven and analytical Investment and Business Analyst (ideally Pre-MBA) with 2-4 years of experience in investment banking, venture capital, or management consulting. While previous experience in clean energy or infrastructure is a plus, it is not mandatory. As a key member of our lean team, you will report directly to the CEO and collaborate closely with firm leadership, gaining exposure to various aspects of a Financing business. Your responsibilities will include evaluating and analyzing potential investment opportunities in diverse clean energy sectors, conducting financial modeling, supporting due diligence, and market research. You will be expected to prepare inves...

As an Investment and Business Analyst with 2-4 years of experience in investment banking, venture capital, or management consulting, you will be part of a dynamic team focused on clean energy and infrastructure investments. Your role will involve evaluating potential investment opportunities, conducting financial analysis, market research, and stakeholder presentations. You will collaborate closely with the CEO and other senior leaders to contribute to firm strategy and business development initiatives. Your key responsibilities will include assessing investment opportunities in clean energy sectors, building financial models, preparing investment memos and presentations, conducting market r...

As a Director at Redesign Health's New Ventures team in Bengaluru, India, you will play a crucial role in identifying and developing market-defining healthcare companies globally. Your responsibilities will include leading the research, prototyping, and launch of new Portfolio Companies in the healthcare sector. This position reports to a Managing Director in the U.S. and requires working hours that overlap 5 hours per day with Eastern Standard Time. Your primary tasks will involve exploring and analyzing U.S. and global healthcare markets for innovative opportunities, conducting research and analysis to refine ideas into viable concepts, creating investment memos to support funding decision...

You will be responsible for setting up and leading a dedicated vertical for real estate funding syndication. This will involve defining the vertical's goals, KPIs, and roadmap. You will need to build a team to manage deal sourcing, financial structuring, and execution. Your role will include identifying high-potential real estate projects across residential, commercial, and mixed-use categories. You will be required to conduct initial due diligence, including financial, legal, market, and operational assessments. It will also be your responsibility to evaluate project viability and risks, and prepare investment memos. Designing funding and restructuring strategies, including JV models, debt/...

The job involves evaluating private corporate credit opportunities across the capital structure by conducting in-depth fundamental credit analysis of corporate bond and loan issuers. You will be responsible for preparing detailed financial models, investment memos, and risk assessments. Additionally, you will perform investment due diligence and collaborate with front office teams on deal execution. The role requires forming and clearly articulating an independent view on the creditworthiness and risk-return profile of issuers. Presenting findings and insights to senior stakeholders and investment teams is an essential part of this position. Furthermore, conducting research across multiple s...

As a candidate for the position, you will be expected to utilize your technical and domain expertise in building complex financial models, investment memos, pitch books, and valuation summaries. Your responsibilities will include conducting due diligence, business analysis, and opportunity assessments for M&A and PE mandates. You will also be supporting transaction advisory services by engaging in deal screening, investor presentations, and synergy evaluations for a diverse range of client types, including family offices, corporates, PE/VC firms, and asset managers. Additionally, you will be executing buy-side and sell-side transaction support across M&A and private equity mandates. In this ...

As a member of the team at EduCore, a fast-growing boutique investment banking firm specializing in the education and real estate sectors in India and the GCC, you will have the opportunity to contribute to high-profile transactions such as school and university sale-leasebacks, M&A, and capital raises. Our goal is to establish ourselves as the leading advisor in these sectors by providing in-depth sector insights, exceptional execution, and global reach. Your responsibilities will include assisting in the execution of live M&A, fundraising, and structured finance transactions. You will be expected to conduct industry, financial, and investor research, with a focus on K-12, higher education,...