Private Company Sourcing Investment Expert

2 weeks ago

Thiruvananthapuram, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
About Us

At Precize, we envision a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing.

Job Description:

  • We are seeking an Investment Analyst focused on sourcing and evaluating private companies, especially those with shares in demat form or approaching listing readiness.
  • The role combines deal origination, relationship building, and early diligence to strengthen our investment pipeline.
  • You will work closely with senior team members to identify promising businesses across sectors.

Responsibilities:

  1. Company Sourcing: Identify private companies (including those admitted to NSDL/CDSL in demat form) through databases, industry research, and networks.
  2. Market Mapping: Build sector landscapes to spot high-potential businesses across growth and late-stage segments.
  3. Founder Outreach: Engage with promoters, founders, and advisors to explore potential investment opportunities.
  4. Preliminary Assessment: Analyze financials, governance, and compliance (including demat/shareholding structures) of shortlisted companies.
  5. Investment Notes: Prepare screening reports, teasers, and pipeline dashboards for the investment committee.
  6. Relationship Development: Build connections with bankers, intermediaries, and ecosystem players to generate proprietary deal flow.
  7. Tracking Trends: Monitor SEBI/NSDL/CDSL updates on demat requirements, private company admissions, and pipeline for potential listings.

Qualifications:

  • Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFA preferred).
  • 1–3 years of experience in investment banking, venture capital, private equity, consulting, or corporate finance.
  • Strong understanding of financial statements, valuation, and regulatory frameworks (SEBI, NSDL/CDSL).
  • Excellent communication and networking skills to engage founders and stakeholders.
  • Ability to work independently, with high attention to detail and initiative in sourcing opportunities.

What We Offer:

  • Direct exposure to sourcing and evaluating private investment opportunities.
  • A chance to work with an entrepreneurial team building a differentiated deal pipeline.
  • Competitive compensation with performance-based incentives.

Location - Mumbai

Company Profile - Buy and Sell Unlisted Shares Online in India | Pre IPO Shares Platform |

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