Senior Investment Analyst (Pre-IPO and SME)

Role & Responsibilities

We are seeking an experienced investment professional with deep exposure to Private Equity, Pre-IPO markets, and Special-Situation or Distressed-Asset investments.

The Senior Investment Analyst / Associate will play a strategic role in managing the end-to- end investment lifecycle — from deal origination and evaluation to execution, portfolio monitoring, and exit planning across the Fund’s three core investment verticals.

This role demands a combination of analytical depth, transaction execution capability, and strategic judgment, ideal for professionals from buy-side investing, AIFs, or investment banking backgrounds who are passionate about private market investing.

Key Responsibilities:

Deal Origination & Pipeline Management-

• Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real- Asset, and Special-Situation spaces.
• Leverage relationships with institutional networks, merchant bankers, investment bankers, and family offices.
• Identify Pre-IPO / QIB opportunities, distressed assets, and real-asset investments aligned with the Fund’s thesis.
• Maintain a live deal pipeline tracker with detailed deal summaries, valuations, and progress updates.
• Conduct preliminary screenings, management discussions, and develop investment rationales for shortlisting.

Financial Modelling & Valuation-

• Build integrated 3-statement financial models, LBO and DCF frameworks, and scenario-based simulations.
• Conduct valuation benchmarking through comparable company and precedent transaction analyses.
• Perform credit assessments and asset-level cash flow analysis for special-situation and real-asset investments.
• Prepare return analyses, IRR projections, and downside-risk assessments for Investment Committee (IC) evaluation.

Due Diligence & Investment Execution-

• Lead and coordinate end-to-end due diligence across financial, legal, technical, and tax aspects.
• Engage with external consultants, auditors, and legal counsel to validate assumptions and ensure deal integrity.
• Draft comprehensive Investment Memoranda (IMs) and Transaction Notes for IC discussions.
• Support term sheet negotiations, transaction structuring, and closure in collaboration with legal and compliance teams.

Portfolio Monitoring & Value Enhancement-

• Track quarterly and annual performance of portfolio companies and special-situation assets.
• Evaluate business plan adherence, covenant compliance, and key financial metrics.
• Develop MIS dashboards and performance trackers for internal and LP-level reporting.
• Recommend value-creation initiatives, follow-on investments, and structured exits
• based on performance insights.

Market Intelligence & Research-

• Conduct sectoral and thematic research across Pre-IPO, real-estate, and special-situation markets.
• Monitor macroeconomic trends, regulatory changes (SEBI, RBI, IBC), and policy developments affecting private markets.
• Contribute to Investment Committee presentations, LP reports, and portfolio commentary.
• Identify emerging themes, co-investment opportunities, and strategic sectors for future fund deployment.

Fund Operations & Compliance Support-

• Assist in fund reporting, SEBI compliance, and valuation reviews with auditors and custodians.
• Support quarterly and annual LP reporting and performance analytics.
• Collaborate with finance, legal, and fund administration teams to maintain robust governance and audit trails.

Ideal Candidate

• Strong investor analyst profile
• Mandatory (Experience): Must have 5+ years of experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing.
• Mandatory (Tech Skills 1): Must have experience evaluating Indian companies by studying their financial statements, mutual funds, stock, future growth prospects, and overall investment attractiveness (Buy-side analysis) with primary focus on unlisted/private company analysis (Pre-IPO / PE / AIF-style investments)
• Mandatory (Tech Skills 2): Must have experience evaluating Pre-IPO, Private Equity, Real Asset, and Distressed/Special Situation investments.
• Mandatory (Tech Skills 3): Must have experience in managing end-end investment lifecycle from deal generation to closure.
• Mandatory (Tech Skills 4): Must have strong financial modeling skills (LBO, DCF, scenario modelling)
• Mandatory (Tech Skills 5): Must have created Investment Memoranda, Transaction Notes, and IC presentations.
• Mandatory (Tech Skills 6): Must be proficient with valuation methods, credit analysis, asset-level cash flows.
• Mandatory (Tech Skills 7): Must be familiar with any of these tools- Capital IQ, PitchBook, Venture Intelligence or Tracxn
• Mandatory (Company): Preferably from PE funds, AIF Category II/III, IB, Special Situations funds.
• Mandatory (Education): MBA (Finance), CA, CFA
• Mandatory (Profile Orientation): Must have strong research-oriented investment analysis experience (equity research / investment research / buy-side research style) involving deep company analysis and investment thesis building; profiles primarily focused on M&A or transaction execution will not be preferred.
• Preferred education: CA, CFA (Charter holder / Level III Candidate) preferred