Associate - AIF Strategy & Operations

2 weeks ago

Chennai, Tamil Nadu, India valarr Full time

About the Role

We are looking for a highly motivated, detail-oriented, and versatile professional to join our AIF (Alternative Investment Fund) team. This role will work closely with the fund's leadership to drive end-to-end strategy and operations. You will be deeply involved in fund structuring, investor engagement, onboarding, compliance, and day-to-day operational processes.

This is a high-visibility role where you will coordinate across internal departments, legal teams, and external vendors to ensure smooth execution of fund initiatives. The ideal candidate thrives in a fast-paced, startup environment, is comfortable handling multiple priorities, and is eager to contribute to building a - 600 Cr fund from the ground up.

Key Responsibilities

Fund Structuring & Documentation

- Support the leadership in structuring fund terms and preparing fund-related legal and operational documents.

- Work with internal and external legal counsel to ensure compliance with SEBI's AIF regulations and relevant legal frameworks.

- Maintain updated versions of Private Placement Memorandum (PPM), subscription agreements, and other key fund documentation.

Investor Engagement & Onboarding

- Coordinate and prepare investor-facing materials, including pitch decks, investment proposals, term sheets, and information memos.

- Manage and update the investor CRM, track the pipeline, and ensure timely follow-up and communication with prospects.

- Work closely with the sales and leadership teams to deliver customised materials for different investor segments.

- Handle the onboarding process for new investors, ensuring a seamless experience and compliance with KYC and regulatory requirements.

Operational Management

- Maintain the operational knowledge base and standard operating procedures for AIF activities.

- Track and report Go-to-Market (GTM) activities, investor engagement metrics, and fund performance updates.

- Liaise with internal departments (finance, compliance, sales) and external vendors to ensure deadlines and deliverables are met.

- Assist in building internal systems and processes that improve efficiency, reduce errors, and enhance investor satisfaction.

Cross-Functional Coordination

- Collaborate with finance teams on fund accounting, reporting, and audit requirements.

- Coordinate with external consultants, custodians, bankers, and trustees as required.

- Ensure timely dissemination of fund updates, regulatory filings, and investor & Skills Required

Experience: 2-4 years in AIF operations, family offices, structured finance, investment banking, or fund administration.

Technical Skills:

- Strong proficiency in Excel for building and managing financial models.

- Ability to create clear, investor-ready proposals and presentations.

- Familiarity with CRM tools for pipeline management.

- Regulatory Knowledge: Understanding of SEBI's AIF guidelines and fund compliance requirements (preferred).

- Soft Skills: Exceptional communication, stakeholder management, and problem-solving skills.

- Educational Preference: CA, CFA, MBA (Finance) preferred but not mandatory if experience matches the role.

(ref:iimjobs.com)

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