Portfolio Manager
4 weeks ago
We are at the forefront of investment innovation, focusing on high-growth opportunities in the public markets through our PRIME Division. Our PRIME Division specializes in identifying and nurturing companies on the cusp of going public or those in the Micro-Equities sector with significant growth potential.
Role Overview:
We are seeking a motivated Portfolio Analyst to join our PRIME Division. In this role, you will play a crucial part in our team, responsible for managing and tracking a portfolio of 6-8 companies that are either approaching IPO or are in the Micro-Equities sector. Your role involves conducting in-depth analysis post-investment, assisting in strategic decision-making on whether to hold or divest, and engaging in market research, including interactions with dealers, customers, and suppliers.
Key Responsibilities:
- Portfolio Management: Managing and supporting a portfolio of 6-8 companies within the PRIME Division, monitoring their performance, and making strategic recommendations.
- Post-Investment Analysis: Analyze financial statements, quarterly reports, and market data to assess the ongoing viability of investments and make informed recommendations on holding or divesting.
- Market Research: Conduct thorough market research, including competitor analysis and industry trends, and engage directly with stakeholders like dealers, customers, and suppliers to gather insights.
- Strategic Decision-Making: Contribute to discussions and decisions regarding the enhancement or divestment of investments, ensuring alignment with Artha's overall strategy.
- Reporting and Communication: Prepare and present detailed reports to the investment team and board members, effectively communicating your findings and strategic recommendations.
- Continuous Learning: You will have the opportunity to participate in ongoing training to enhance your skills in financial modeling, market analysis, and public market investing.
Qualifications:
- Education: Chartered Accountant (CA) is strongly preferred, though an MBA in Finance with relevant experience will also be considered.
- Skills:
- Advanced analytical skills with the ability to conduct detailed financial analysis and market research.
- Proficiency in financial modeling and investment management software.
- Strong communication skills to clearly present complex data and strategic recommendations.
- Excellent problem-solving abilities and the capability to work under pressure in a fast-paced environment.
- Experience: Prior experience in portfolio management or public markets analysis is highly desirable, as well as a demonstrated ability to evaluate investment opportunities in the pre-IPO or micro-equities space.
Compensation:
- CTC: ₹12 lakhs per annum (₹9.60 lakhs paid monthly + ₹2.40 lakhs annual confirmed bonus).
- Performance Bonus: Additional performance-based incentives.
- Growth Path: Successful analysts can transition to an Associate role within Artha India Ventures' PRIME Division, leading to greater responsibilities and decision-making power in portfolio management.
Why Join Us?
Joining Artha India Ventures as a Portfolio Analyst in the PRIME Division offers you the unique chance to be at the forefront of investment strategy, focusing on managing and growing high-potential companies. This role is not just a job but a career path designed to develop you into a future leader in public markets investing. You will work alongside experienced professionals in a dynamic environment, gaining unparalleled exposure to the intricacies of pre-IPO and Micro-Equities investments, fostering a sense of intrigue and eagerness to apply.
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