Portfolio Manager
2 days ago
Portfolio Manager Location : Mumbai, India Type : Full-time Industry : Venture Capital / Private Equity / Startups Relevant Experience : 4+ years Key Responsibilities: Portfolio Management & Monitoring Track, analyze, and report the performance of portfolio companies (financial, operational, and strategic KPIs). Develop and maintain internal dashboards and MIS systems. Prepare quarterly/annual reports and presentations for LPs and internal stakeholders. Founder & Stakeholder Engagement Serve as the primary point of contact for portfolio companies. Support founders with strategic guidance, hiring, partnerships, fundraising, and operations. Identify and facilitate value-creation opportunities (intros to clients, investors, mentors, etc.} Governance & Compliance Coordinate board meetings, prepare minutes, and track key actions. Ensure compliance with investment covenants, reporting obligations, and corporate governance norms. Liaise with legal, tax, and audit advisors for portfolio-level support. Fund Operations (optional depending on scope) Support internal fund processes such as fund audits, investor reporting, and capital calls. Work closely with investment and legal teams during new investments or follow-ons. Customer Support for query resolutions Support investors and founders with their queries related to fund updates, business updates and any preemptive/ exit updates. Maintain good business harmony to streamlining the business and reduce noise to improve CSAT and NPS. Ensure SLAs in place. Exit/ Preemptive and Shutdown related formalities Support investors and founders with any events which is related to exit from the business and aware about the processes like Exit, Shutdown process and related compliance obligations and create the transparency in the system. Qualifications & Skills 4 years of relevant experience in venture capital, private equity, consulting, corporate strategy, or startup operations. Strong financial modeling and business analysis capabilities. Good knowledge related to SEBI, GIFT norms with respect to CAT1 Angle fund Excellent communication and interpersonal skills to work with founders and stakeholders. Prior exposure to Indian startup ecosystem – VC, wealth advisory and financial services firm is highly preferred. CA, CFA. What We Offer Opportunity to work at the forefront of India's venture ecosystem. Direct exposure to innovative startups and strategic decision-making. A collaborative and meritocratic work culture. Competitive compensation with potential for carry/incentive structure.
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Portfolio Management
5 days ago
Mumbai, Maharashtra, India Destino Infotech Full time ₹ 1,20,00,000 - ₹ 1,60,00,000 per yearCandidates have to prepare the interview Questions:1.) They have to pitch and show their current company product. 2.) Candidate should be aware of his current incentive structure. 3.) Candidate has to prepare about Equentis and their offering. 4.) Candidates should be aware about the basic calculation. FOR SALARY ABOVE - 8 LPA + 4 LPA variable pay -...
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portfolio manager
2 weeks ago
mumbai, India Randstad Full time1. 5 to 7 years of overall IT experience managing complex programs and project portfolios, stakeholder communication and reporting.2. Strong understanding of cybersecurity and IT risk topics (e.g., SIEM, ISMS, TPRM)3. Proficiency in project and portfolio management tools4. Advanced knowledge of Excel and PowerPoint. Proficiency in project and portfolio...
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Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...
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Portfolio Manager
4 weeks ago
Mumbai, India Equirus Full timeQualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...
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Portfolio Manager
4 weeks ago
Mumbai, India Equirus Full timeQualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...
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Portfolio Manager
1 week ago
mumbai, India Equirus Full timeQualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...
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Portfolio Manager
5 days ago
Mumbai, India Equirus Full timeQualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...
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Portfolio manager
3 days ago
Mumbai, India Equirus Full timeQualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & Advisory- Lead the Direct...
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Portfolio Manager
4 weeks ago
Mumbai, India Equirus Full timeQualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & AdvisoryLead the Direct...
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Portfolio Manager
7 days ago
Mumbai, India Equirus Full timeQualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & AdvisoryLead the Direct...
