Senior Investment Analyst (Pre-IPO and SME)
Overview
We are seeking an experienced investment professional with deep exposure to Private Equity, Pre-IPO markets, and Special-Situation or Distressed-Asset investments. The role involves managing the end-to-end investment lifecycle, from deal origination and evaluation to execution, portfolio monitoring, and exit planning.
What You'll Do6
- 1Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real-Asset, and Special-Situation spaces.
- 2Build integrated 3-statement financial models, LBO and DCF frameworks, and scenario-based simulations.
- 3Lead and coordinate end-to-end due diligence across financial, legal, technical, and tax aspects.
- 4Track quarterly and annual performance of portfolio companies and special-situation assets.
- 5Conduct sectoral and thematic research across Pre-IPO, real-estate, and special-situation markets.
- 6Assist in fund reporting, SEBI compliance, and valuation reviews with auditors and custodians.
Requirements5
- 1MBA (Finance), CA, or CFA (Charterholder / Level III Candidate) preferred.
- 25–10 years of experience in Private Equity, AIF, Investment Banking, Family Office, or Special Situations investing.
- 3Strong expertise in financial modeling, valuation techniques, and investment analysis.
- 4In-depth understanding of deal structuring, transaction documentation, and fund operations.
- 5Familiarity with databases such as Capital IQ, PitchBook, Tracxn, or Venture Intelligence.
Who Should Apply
The ideal candidate is an experienced investment professional with 5-10 years in Private Equity, AIF, or Investment Banking, possessing strong financial modeling and valuation skills. They should have a proven track record in executing Pre-IPO, QIB, distressed debt, or real-asset transactions, and be comfortable with deal structuring and fund operations.
Salary Insight
Open to discussion
Required Skills
Application Tip
Tailor your resume to highlight specific experience with Pre-IPO transactions and financial modeling, and include examples of successful deal closures or portfolio performance improvements.