Portfolio Monitoring Analyst

3 weeks ago

Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

Job Title: Portfolio Monitoring Analyst

Location: Mumbai, India

Experience: 5-10 years in private equity investments

Job Description:

Pre-Investing:

  • Lead legal due diligence and financial due diligence processes for approved private equity transactions.
  • Develop the scope of due diligence work, select external consultants, legal counsels, etc.
  • Prepare consolidated reports on due diligence findings for Investment Committee approvals.

Portfolio Management:

  • Conduct diligence, industry benchmarking, and research.
  • Regularly monitor and report on portfolio performance to the Fund Manager.
  • Lead end-to-end investing transactions, including preparation of valuation models, deal structuring, and negotiations on deal documents.

Post-Investment:

  • Actively monitor portfolio companies, including financial and operating performance.
  • Provide strategic guidance and support to portfolio companies.
  • Prepare periodic reports on portfolio companies and implement exit strategies within 3-5 years.

Reporting and Networking:

  • Prepare regular reports and updates for senior management and investors on portfolio performance and investment strategy.
  • Build and maintain relationships with entrepreneurs, investors, and industry players to stay informed on trends and opportunities.

Industry Research and Thought Leadership:

  • Stay updated on trends and innovations in the industry and share insights with the investment team.
  • Conduct regular assessments and screenings of investment opportunities.
  • Understand market drivers, assess risks and opportunities, and prepare financial models.
  • Prepare investment management information systems (MIS) and dashboards.

Additional Responsibilities:

  • Evaluate and execute investment opportunities in private companies through direct investment or PE/VC funds.

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