Associate – Investment & Portfolio | Ahmedabad, Gujarat

Ahmedabad
Posted 5 months ago

Organization:

Our client is an incubator for startups.

Role Overview: 

As an Associate, you will play a pivotal role in supporting our client’s investment process and managing the current and new portfolio. Your responsibilities will involve conducting comprehensive diligence, interfacing with external entities, sourcing opportunities, analyzing markets, and building a network of startups and investors to bolster our client’s investment and portfolio management strategies.

Responsibilities:

  1. Enabling and Supporting new Investments:
    • Conduct thorough diligence utilizing for new investments through diverse research methodologies such as market research, customer and investor calls as well as through various resources
    • Assist in post-investment processes following decision-making
    • Scouting for startups for investments through liasoning and networking
    • Liaise with legal and external entities as required, ensuring seamless transactional processes
    • Engage in proactive sourcing for new startups for investment under Fintech and Deeptech sector.
  2. Portfolio Management:
    • Collaborate with current fintech portfolio startups to drive strategic growth initiatives
    • Analyze performance metrics and key indicators to guide decision-making
    • Offer operational support to optimize portfolio company performance
    • Manage and nurture relationships with founders, experts, industry stakeholders and investors in pertinent fields
    • Prepare comprehensive reports on portfolio performance and growth opportunities.

Key Skills/ Abilities:

  1. Strong proficiency in analyzing trends, business models, and conducting industry research, coupled with the flexibility to engage in diverse sectors beyond Fintech, is essential
  2. Excellent communication and interpersonal skills, capable of building and maintaining strong relationships
  3. Proven track record in managing fintech portfolios or working closely with fintech companies will be preferred
  4. Strategic thinker with the ability to navigate complex situations and drive impactful outcomes.

Qualification/ Experience Required:

  1. 1-3 years of experience in portfolio management, fintech, investment banking, or related fields
  2. CA/ CFA/ Master’s degree in Finance, Business Administration, Economics, or related fields is preferred. Advanced degrees or certifications are a plus.

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