Portfolio Monitoring Analyst

1 month 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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