Role Overview We are seeking a highly analytical Equity Research Analyst to join our Category III AIF investment team with a dedicated focus on evaluating upcoming IPOs, listing opportunities, and short-term trading setups in the primary and newly listed market. The role blends deep fundamental analysis with the agility and market-awareness required in a Category III environment, where tactical allocations, position sizing, liquidity management, and disciplined risk controls are critical. Key Responsibilities 1. IPO Evaluation & Fundamental Research Conduct thorough due diligence on DRHPs/RHPs, management profiles, promoter holdings, governance structures, and financial disclosures. Analyse business models, revenue growth drivers, cost structures, working capital cycles, and competitive moats. Assess industry attractiveness and macro linkages relevant to listing performance. Identify red flags including accounting anomalies, related party issues, contingent liabilities, and promoter quality concerns. 2. Valuation & Recommendation Preparation Build detailed valuation frameworks: Relative valuation: P/E, EV/EBITDA, EV/Sales, P/BV, PEG Absolute valuation: DCF, SOTP, unit economics Quick-screening valuation tools for near-listing trade decisions Prepare crisp investment notes with actionable insights for: Listing gains strategy Short-term post-listing trades Medium-term accumulation opportunities 3. Category III AIFSpecific Responsibilities Work closely with the Fund Manager to identify: Rapid-turnover opportunities in newly listed stocks Liquidity-adjusted position-sizing strategies Momentum and sentiment indicators that impact listing outcomes Track subscription data, grey market trends, price bands, anchor book quality, and institutional participation. Coordinate with trading desk for: Entry/exit timing Day-of-listing execution Stop-loss discipline and risk thresholds Monitor SEBI and exchange circulars relevant to IPOs, settlement cycles, and allotment mechanisms. 4. Post-Listing Coverage & Tracking Maintain coverage on newly listed names for 6–12 months. Update models post earnings. Identify catalysts such as sector rerating, margin expansions, order wins, management guidance, etc. Provide alerts to PM/CIO on volatility risks, unexpected disclosures, or key developments. 5. Reporting & Internal Communication Prepare IC notes tailored for a Category III risk-managed portfolio . Maintain IPO dashboard covering subscription data, anchor allocations, expected listing price ranges, and valuations. Summarise and present research findings in team huddles and IC discussions. Ensure all analysis adheres to internal risk, compliance, and research documentation protocols . Key Skills & Competencies Deep understanding of equity markets, listing dynamics, and IPO valuation. Strong proficiency in Excel and financial modelling. Ability to synthesise large datasets and DRHP disclosures quickly. Strong sense of market timing, order execution awareness, and liquidity assessment. Excellent communication skills—ability to produce concise, high-quality research notes. Ability to manage multiple IPOs simultaneously under tight deadlines. Familiarity with tools such as Bloomberg, Prime Database, Screener, RHP repositories, NSE/BSE data, Anchor allocation filings, etc. Experience & Qualifications 3–5 years of experience in equity research, IPO desk, PMS/AIF, investment banking, or brokerage research. CA, CFA Level 1/2, MBA (Finance), or equivalent preferred. Demonstrated experience working with IPOs is a strong plus. Familiarity with SEBI AIF norms and trading dynamics of Category III funds is preferred (but can be learned on the job). What We Offer Opportunity to work directly with the Fund Manager and CIO in a high-energy Category III AIF environment. Exposure to IPO evaluation, listing-day strategy, and active trading frameworks. High responsibility from Day 1, with clear growth toward an Investment Associate role. Competitive compensation with strong performance-linked incentives. A learning-intensive culture combining research rigour with real-time market execution.
Role Overview We are looking for an ambitious and relationship-driven Fundraising Manager to lead capital-raising efforts for our Category III AIF . The role involves building strong relationships with wealth management firms, banks, RIAs, family offices, and high-net-worth investors, while driving consistent inflows into the fund. This is a high-impact position requiring a mix of product knowledge, strong market relationships, communication skills, and strategic sales execution . You will be responsible for expanding the distribution network, conducting investor meetings, managing product pitches, and ensuring seamless onboarding in coordination with internal teams. Key Responsibilities 1. Capital Raising & Sales Execution Drive fundraising for the Category III AIF across channels such as: Wealth Management Platforms (IIFL, Kotak, ICICI, Axis, Julius Baer, 360 One, Sanctum, etc.) Private Banks Family Offices UHNI & HNI investors Registered Investment Advisors (RIAs) Actively manage the full sales cycle: Lead generation Investor meetings Product presentations Follow-ups Conversion and onboarding Achieve quarterly and annual fundraising targets through structured execution. 2. Channel & Relationship Management Build and strengthen relationships with RMs, wealth heads, distributors, and RIAs. Provide product trainings, market views, performance updates to channel partners. Coordinate regular meetings, webinars, investment sessions with distribution partners. Track competition updates, peer fund launches, and comparative product positioning. 3. Investor Engagement & Product Pitching Conduct one-on-one meetings with UHNIs, HNIs, and family offices to explain strategy, performance, and risk controls. Assist in structuring customised solutions or allocations for large-ticket investors. Support the CIO/PM in investor roundtables and roadshows. Maintain strong understanding of market trends, AIF product structures, and SEBI regulations. 4. Pipeline Management & Reporting Maintain updated pipeline on CRM (LeadSquared, Salesforce, HubSpot, Zoho, etc.). Track and report fundraising metrics: Leads Meetings Commitments Funds received Channel-wise performance Conversion ratios Prepare weekly MIS reports for management and investment team review. 5. Coordination with Internal Stakeholders Work closely with: Investor Relations Documentation & Legal Operations & RTA Compliance Ensure timely KYC, onboarding, subscription execution, and investor communication. Provide investor insights to the investment team for product strategy enhancements. 6. Marketing & Communication Support Coordinate creation of high-quality fundraising collateral: Pitch decks Factsheets Performance reports Product notes FAQs Assist in arranging webinars, marketing campaigns, and digital events to drive investor engagement. Key Skills & Competencies Core Skills Strong network within wealth channels, private banks, RIAs, and family offices. Excellent presentation skills and ability to explain investment strategies clearly. Understanding of AIF structures (Cat II / Cat III) and regulatory framework. Robust knowledge of equity markets, risk, performance metrics, and industry trends. Ability to build trust and long-term relationships with high-value clients. Soft Skills Strong communication & interpersonal skills. Highly driven, self-motivated, and target-oriented. Ability to handle objections gracefully and convert difficult leads. High integrity, professionalism, and customer empathy. Ability to manage time, pipeline, and multiple stakeholders efficiently. Experience & Qualifications 510 years of experience in fundraising, wealth management, investment product distribution, or private banking. Experience raising capital for AIFs, PMS, or structured products is a strong advantage. Graduation in Finance, Economics, or related fields; MBA preferred. NISM certifications (Investment Advisor, Mutual Funds, or AIF-related modules) are preferable. Existing relationships with wealth platforms is a major plus. Performance Metrics (KPIs) Quarterly & annual fundraising targets achieved New empanelments signed RM + channel engagement scores Investor meeting conversions Retention and repeat investments Quality of reporting and pipeline accuracy Contribution to brand visibility & investor communication What We Offer High-impact role reporting directly to senior leadership Opportunity to work with a fast-growing Category III AIF Attractive compensation with strong variable incentives Dynamic, entrepreneurial work environment
We are looking for an experienced Finance Manager who will handle: A. Budgeting, financial control, MIS, taxation, audit, and treasury B. Fund Accounting, NAV, reconciliation, and investor capital accounting. C. Managing PPM, subscription agreements, KYC documentation, investor onboarding, KYC/FATCA documentation, custodian/RTA coordination, and regulatory filings for the AIF. This is a high-ownership role designed for a lean Category III AIF setup where accuracy, compliance, and operational efficiency are paramount. Candidate must possess a NISM XIX certificate or must pass the NISM XIX exam, within 3 months of joining the role. Key Responsibilities A. FUND ACCOUNTING RESPONSIBILITIES (Category III AIF) 1. Accounting & Financial Control Manage full books of accounts for the AMC/Investment Manager. Oversee payables, receivables, payroll, reimbursements, vendor payments, and banking. Ensure accurate monthly closing and finalisation of financial statements. Work with the Fund Administrator on monthly NAV preparation 2. Daily Trade Capture & Transaction Accounting Record all equity and derivatives trades (futures/options) daily. Validate broker contract notes, margin statements, and custodian files. Track corporate actions, dividends, splits, bonuses, buybacks, rights issues. 3. Budgeting, MIS & Financial Planning Prepare monthly MIS: revenue, AUM-linked fee projections, expenses, profitability. Monitor budget vs actuals, cost control, and financial discipline. Support senior leadership with financial models, projections, and strategic inputs. 4. Taxation Handle TDS, GST, corporate tax compliance. Coordinate with tax advisors for filings, assessments, and tax planning. Manage tax compliance for AMC as well as investor-level data requests. 5. Audit & Compliance Lead statutory audit for the AMC. Support the fund audit by preparing required schedules & reconciliations. Ensure Ind-AS compliance and maintain strong internal financial controls. B. DOCUMENTATION & FUND OPERATIONS RESPONSIBILITIES 1. Fund Documentation (LPA, PPM, IM, Side Letters) Maintain, update, and track: LPA/IMA PPM/Information Memorandum Side letters Addendums, investor consent letters Work with legal counsel for revisions and regulatory updates. 2. Investor Onboarding Documentation Review & validate subscription agreements. Check completeness and accuracy of: KYC FATCA/CRS Bank & demat details Eligibility declarations Risk disclosures Coordinate with wealth managers, investors, and RTAs. 3. Regulatory & Compliance Support Assist Compliance Officer with SEBI AIF filings: Quarterly reports Trustee reports Custodian confirmations Auditor certificates Maintain data room for inspections. 4. Investor Capital Accounting Track subscriptions, withdrawals/redemptions. Maintain investor allocation records and unit balances. Work with RTA for unit allotment & statements. 5. Custodian / RTA / Fund Administrator Coordination Liaise with custodian for trade settlement, cash movement and investor units. Coordinate with RTA for unit allotments, investor records, and capital account statements. 6. Version Control & Document Management Maintain repository for signed LPAs, subscription docs, side letters, and onboarded investor files. Implement checklists and tracking for document flows from draft review signoff. Key Skills & Competencies Technical Skills Strong knowledge of accounting (Ind-AS), taxation, MIS & corporate finance Solid understanding of AIF regulations, fund economics & documentation Experience with investor onboarding & KYC norms Good understanding of fund operations & custodial processes Excellent documentation, drafting, and compliance coordination skills Proficiency in Excel, accounting systems, and financial modelling Soft Skills Ownership, integrity, confidentiality High attention to detail Strong communication & stakeholder management Ability to work cross-functionally (legal, operations, compliance, CEO/CIO office) Deadline-driven and organized Experience & Qualifications 3 - 7 years in finance, accounting, compliance, or operations roles Prior experience in AIF/PMS , fund admin, investment management, or a law firm preferred Chartered Accountant (CA) or CA Inter strongly preferred MBA (Finance) / LLB / CS qualification is a bonus Experience handling LPA/PPM/subscription documentation is a major advantage Must possess a NISM XIX certificate or must pass the NISM XIX exam, within 3 months of joining the role What We Offer Senior, multi-functional role in a fast-growing Category III AIF Exposure to finance, operations, documentation, compliance, and governance Direct reporting to senior management (CEO/CFO/COO) High level of autonomy and ownership Competitive compensation with strong incentive structure