Senior Portfolio Executive

4 days ago


Gurgaon, Haryana, India beBeeLead Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

About Us:

We're a leading financial institution, providing comprehensive services to Indian startups and their ecosystem. Our approach is centered around being customer-centric and product-driven.

About the Role:

We're seeking an experienced professional to join our team as a key member in business and portfolio management endeavors. You'll partner with the business team to assess potential ventures, conduct thorough due diligence, and oversee portfolio companies.

Key Responsibilities:

  • Due Diligence:
    • Conduct comprehensive due diligence on prospective portfolio companies, including financial scrutiny, market analysis, and risk evaluation.
    • Prepare detailed business memos and presentations for review by the business committee.
  • Financial Analysis:
    • Assess the financial health and future projections of startups to ascertain their creditworthiness.
    • Develop and analyze financial models to gauge potential business returns.
  • Portfolio Management:
    • Aid in overseeing the current portfolio of businesses, monitoring their financial performance, and ensuring adherence to loan agreements.
    • Collaborate with portfolio companies to offer support and guidance as necessary.
  • Risk Assessment:
    • Evaluate and manage the various risks associated with the portfolio, encompassing market, credit, and operational risks.
    • Propose strategies to mitigate risks and improve portfolio performance.
  • Reporting and Compliance:
    • Generate regular reports on business performance and adherence to company policies.
    • Ensure compliance with regulatory standards across all business operations.
  • Market Research:
    • Stay abreast of industry trends, market shifts, and emerging technologies.
    • Provide insights and recommendations based on thorough market research.


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