Associate - Portfolio

11 hours ago


Powai Mumbai Maharashtra, India Society for Innovation and Entrepreneurship (SINE) Full time

**Job Description: Associate - Portfolio**

**Qualifications and Desired skills**:

- Any Graduate/ Postgraduate/ Masters (B. Com / M. Com/ MBA/ CA Inter) with experience in Investment or Portfolio Management preferably
- 3 to 4 years of experience in startup investment or portfolio management
- Excellent written and verbal communication skills
- Proficiency with MS Office (Excel, Word, PowerPoint, Power BI etc.)
- Person should possess good social and interpersonal skills, should be able to integrate with team
- Ability to execute tasks independently
- Exposure to startup grants/ investment, investors, ecosystem, willingness to work with startups will be preferred

**Key Responsibilities / Duties**:

- Assist Portfolio team in implementation of various start up support programs and end to end management of portfolio
- Closely work with seniors and legal team to finalize incubation/ investment term sheet and agreement
- Coordinating with various startups, legal team, investors, and other stake holders for regular updates
- Help create online & offline processes for implementation and management of overall investment activities
- Portfolio reporting and documentation related to the portfolio
- Tracking portfolio performance, data collection and monitoring
- Understanding of various funding opportunities and connecting it to relevant portfolio companies
- Assist in the long-term funding programs from government/ corporates for startups which includes Manage financial, administrative, and reporting activities for the program
- Assisting portfolio/ outreach/ partnership team for organizing startup events and programs (like investor day/ demo day)

(The position will be on contractual basis (3 years) with flexibility for extension based on satisfactory performance)

Pay: ₹40,000.00 - ₹55,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Work Location: In person

Expected Start Date: 15/06/2025



  • Pune, Maharashtra, India AllianceBernstein Full time

    Company Description As a leading global investment management firm AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets Through high-quality research and diversified investment services we serve institutions individuals and private wealth clients in major markets worldwide Our ambition is...


  • Mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • Mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • Mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • Mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • Mumbai, India Amherst Full time

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of...


  • Mumbai, Maharashtra, India JPMorganChase Full time

    Join JPMorgan Chase & Co., a global leader in financial services, as a Quant Analyst in our Wealth Management Investment Solutions team. Contribute to the Portfolio Management and quantitative research process by creating, managing, and analyzing data and analytics. Be part of a dynamic team that leverages global insights to provide integrated solutions and...


  • Mumbai, Maharashtra, India Upadhyaya Foundation Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Senior Associate – PortfolioLocation:Lower Parel, Mumbai. This is a full-time, in-office positionNo. of Positions Available:1Core Objective:The Senior Associate - Portfolio will strengthen Upadhyaya Foundation's impact across Animal Welfare, Disability Inclusion, and Arts & Culture by leading our Monitoring & Evaluation efforts and building...


  • Mumbai, Maharashtra, India Amherst Full time US$ 1,04,000 - US$ 1,30,878 per year

    Department / Role Overview: Associate, Portfolio Management - Merchant Banking. The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of Amherst's...