Role & ResponsibilitiesWe are seeking an experienced investment professional with deep exposure to Private Equity, Pre-IPO markets, and Special-Situation or Distressed-Asset investments.The Senior Investment Analyst / Associate will play a strategic role in managing the end-to- end investment lifecycle — from deal origination and evaluation to execution, portfolio monitoring, and exit planning across the Fund’s three core investment verticals.This role demands a combination of analytical depth, transaction execution capability, and strategic judgment, ideal for professionals from buy-side investing, AIFs, or investment banking backgrounds who are passionate about private market investing.
Key Responsibilities
Deal Origination & Pipeline Management-
- Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real- Asset, and Special-Situation spaces.
- Leverage relationships with institutional networks, merchant bankers, investment bankers, and family offices.
- Identify Pre-IPO / QIB opportunities, distressed assets, and real-asset investments aligned with the Fund’s thesis.
- Maintain a live deal pipeline tracker with detailed deal summaries, valuations, and progress updates.
- Conduct preliminary screenings, management discussions, and develop investment rationales for shortlisting.
Financial Modelling & Valuation-
- Build integrated 3-statement financial models, LBO and DCF frameworks, and scenario-based simulations.
- Conduct valuation benchmarking through comparable company and precedent transaction analyses.
- Perform credit assessments and asset-level cash flow analysis for special-situation and real-asset investments.
- Prepare return analyses, IRR projections, and downside-risk assessments for Investment Committee (IC) evaluation.
Due Diligence & Investment Execution-
- Lead and coordinate end-to-end due diligence across financial, legal, technical, and tax aspects.
- Engage with external consultants, auditors, and legal counsel to validate assumptions and ensure deal integrity.
- Draft comprehensive Investment Memoranda (IMs) and Transaction Notes for IC discussions.
- Support term sheet negotiations, transaction structuring, and closure in collaboration with legal and compliance teams.
Portfolio Monitoring & Value Enhancement-
- Track quarterly and annual performance of portfolio companies and special-situation assets.
- Evaluate business plan adherence, covenant compliance, and key financial metrics.
- Develop MIS dashboards and performance trackers for internal and LP-level reporting.
- Recommend value-creation initiatives, follow-on investments, and structured exits
- based on performance insights.
Market Intelligence & Research-
- Conduct sectoral and thematic research across Pre-IPO, real-estate, and special-situation markets.
- Monitor macroeconomic trends, regulatory changes (SEBI, RBI, IBC), and policy developments affecting private markets.
- Contribute to Investment Committee presentations, LP reports, and portfolio commentary.
- Identify emerging themes, co-investment opportunities, and strategic sectors for future fund deployment.
Fund Operations & Compliance Support-
- Assist in fund reporting, SEBI compliance, and valuation reviews with auditors and custodians.
- Support quarterly and annual LP reporting and performance analytics.
- Collaborate with finance, legal, and fund administration teams to maintain robust governance and audit trails.
Ideal Candidate
Qualifications
- MBA (Finance), CA, or CFA (Charterholder / Level III Candidate) preferred.
- 5–10 years of experience in Private Equity, AIF, Investment Banking, Family Office, or Special Situations investing.
- Proven experience in executing Pre-IPO, QIB, distressed debt, or real-asset transactions.
Skills & Competencies
- Strong expertise in financial modeling, valuation techniques, and investment analysis.
- In-depth understanding of deal structuring, transaction documentation, and fund operations.
- Analytical thinker with excellent attention to detail and ability to interpret complex financial data.
- Strong presentation, report writing, and communication skills.
- Familiarity with databases such as Capital IQ, PitchBook, Tracxn, or Venture Intelligence.
- High integrity, professionalism, and a collaborative approach aligned with fund objectives.
Skills: ipo,pre-ipo,reporting,investment,private equity,investments
