Portfolio Analyst

2 weeks ago

Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Position Name:
Portfolio Review Analyst

Location:
Mumbai

Experience Range
: 2- 4 years

Mandatory Requirement:

  1. Portfolio & Financial Analysis Skills
  2. Founder & Stakeholder Relationship Management
  3. Governance, Compliance & Process Management

Job Responsibilities

1. Portfolio Performance Analysis:

  • Analyze financial and operational performance of portfolio companies.
  • Maintain and update portfolio tracking models and dashboards.
  • Review and interpret monthly, quarterly, and annual financials.

2. Reporting & MIS:

  • Prepare internal reports for the investment committee and senior leadership.
  • Generate customized dashboards using Excel, Google Sheets.
  • Support LP reporting requirements with updated portfolio performance metrics.

3. Data Collection & Management:

  • Coordinate with founders to collect relevant KPIs, updates, and board decks.
  • Ensure timely and accurate reporting from all portfolio companies.
  • Organize all portfolio data in structured repositories (CRM, Drive.).

4. Strategic Support:

  • Support value-creation initiatives by identifying red flags or growth opportunities.
  • Track key milestones like fundraising rounds, revenue growth, team changes, etc.
  • Assist in preparing exit strategy analysis and valuations.

5. Governance & Compliance:

  • Ensure companies are compliant with reporting obligations as per investment terms.
  • Track ESG, legal, and regulatory updates from portfolio companies where relevant.

Qualification and Experience:

  • Bachelor's degree in finance, Economics, Business, or related field.
  • 2–4 years of experience in portfolio monitoring, equity research, investment banking, or VC/PE.
  • Strong analytical skills and familiarity with startup metrics and financial statements.

Other Details

  • 5 days working
  • Work from the office

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