Job
Description
Planify Capital is a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products. We connect investors with promising private companies and help them tap into early-stage equity opportunities before they list on the stock exchange . We are seeking a highly motivated and knowledgeable Private Equity Advisor to join our investment team. The ideal candidate will be responsible for identifying, evaluating, and advising clients on private equity investment opportunities. You will work closely with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. Key Responsibilities Client Advisory: Advise clients on private equity investment opportunities aligned with their financial goals, risk appetite, and portfolio strategies. Deal Evaluation & Diligence: Analyze private equity deals, perform due diligence, evaluate business models, financials, and exit strategies. Relationship Management: Build and maintain strong relationships with investors, fund managers, and ecosystem partners. Portfolio Monitoring: Monitor investment performance, generate reports, and offer periodic updates and recommendations to clients. Sourcing Opportunities: Identify and source high-potential private equity deals and funds through networks, platforms, and partnerships. Market Research: Stay updated with industry trends, sectoral performance, regulatory changes, and macroeconomic factors affecting private equity markets. Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business, or related field; CFA/MBA preferred. Proven experience (3–6 years) in private equity, investment banking, or financial advisory. Strong understanding of private markets, valuation techniques, and financial modelling. Excellent communication and presentation skills. Ability to manage high-value clients with integrity and discretion. Recommended Certifications (Preferred But Not Mandatory) NISM Series-XV: Research Analyst Certification NISM Series XIX-C: Alternative Investment Fund Managers Certification NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification Chartered Alternative Investment Analyst (CAIA) Designation CFA All Levels Cleared Preferred Skills Network within the investor and startup/fund ecosystem. Strong analytical and strategic thinking capabilities. Proficiency in tools like Excel, PowerPoint, CRM platforms, and financial databases. About Us Vision for Alpha AIF To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Skills: excel,financial modelling,investment banking,client advisory,investors,analytical skills,financial advisory,market research,powerpoint,investment,crm platforms,due diligence,aif,deal evaluation,financial databases,portfolio monitoring,relationship management,strategic thinking,valuation techniques,private equity,hni Show more Show less
