Senior Investment Analyst

Senior Investment Analyst

Location: Mumbai (Work from Office – 6 days/week)
Experience: 5–10 Years
CTC: upto 35 LPA

Role Overview

We are hiring an experienced investment professional with strong exposure to Private Equity, Pre-IPO, Special Situations, and Alternative Investments. The role involves managing the end-to-end investment lifecycle — from deal sourcing and evaluation to execution, portfolio monitoring, and exit planning.

This position is ideal for candidates from buy-side investing, AIFs, family offices, or investment banking backgrounds who have hands-on experience evaluating Indian companies and executing transactions.

Key Responsibilities

Deal Sourcing & Evaluation

• Identify and evaluate investment opportunities across Pre-IPO, Private Equity, Real Assets, and Special Situations
• Conduct management discussions and preliminary screenings
• Maintain deal pipeline tracker and prepare investment rationales

Financial Modelling & Valuation

• Build integrated 3-statement models, DCF and LBO models
• Perform comparable company & precedent transaction analysis
• Conduct credit analysis and downside risk assessment
• Prepare IRR and return projections

Due Diligence & Execution

• Coordinate financial, legal, and technical due diligence
• Draft Investment Memoranda (IM), Transaction Notes, and IC presentations
• Assist in deal structuring, negotiations, and closure

Portfolio Monitoring

• Track portfolio company performance and financial metrics
• Develop MIS dashboards and reporting trackers
• Recommend value creation and exit strategies

Market Research & Compliance

• Conduct sector research and monitor regulatory developments (SEBI/RBI/IBC)
• Support fund reporting, audits, and compliance processes

Mandatory Requirements

• 5+ years experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing
• Strong buy-side analysis experience evaluating Indian companies
• Experience evaluating Pre-IPO, PE, real asset, and distressed/special situation investments
• Experience managing complete investment lifecycle (origination → closure)
• Strong financial modelling skills (DCF, LBO, scenario modelling)
• Experience creating Investment Memoranda and IC presentations
• Strong understanding of valuation methodologies and credit analysis
• Familiarity with Capital IQ / PitchBook / Tracxn / Venture Intelligence
• Education: MBA (Finance) / CA / CFA

Preferred

• CA or CFA Charterholder / Level III candidate
• Experience in PE funds, AIF Category II/III, IB, or Special Situation funds

Job Type: Full-time

Pay: Up to ₹3,500,000.00 per year

Application Question(s):

• Please answer ALL the questions below. Not answering even a single question will lead to auto-rejection
• years of experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing?
• Are you proficient in financial modelling including DCF and LBO models?
• Are you comfortable working from the Mumbai office 6 days a week?
• Do you hold MBA (Finance), CA, or CFA qualification?
• CTC
• ECTC
• Notice Period, Mention if negotiable (in days)
• Which investment databases have you used?
• What is the largest deal size you have closed?
• Years of experience in conducting Buy-side analysis for Indian companies?

Work Location: In person