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Investment Associate

  • Full Time
  •  On-Site - Mumbai Metropolitan Region
  • 6 months
  • Project posted on: 23/09/2025
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Investment Associate

  • Finance
  • Financial planning and analysis
  • Investor relations
  • Valuations & business modelling

On-Site - Mumbai Metropolitan Region

Full Time

6 months

 23/09/2025

Assignment Details

Our client, One of India’s largest diversified financial services providers is looking to engage with a Investment Associate. 
 

Key Responsibilities:
 

New Investments

  • Work with the team on building/refreshing strategy
  • Help develop thematic investment thesis and build a pipeline of potential investment leads
  • Lead deal execution – build financial models and prepare investment memoranda
  • Lead due diligence efforts – review business plans and conduct competitive analysis


Portfolio Management

  • Provide analytic and strategic support to portfolio companies
  • Market scanning on potential competitors, acquisitions & partnerships
  • Participate in follow-on financing discussions, build investment materials
  • Assist in building exit pathways
  • Work closely with portfolio companies on strategy, hiring plans, market trends, fundraising, and exit efforts

 

 

Skills Required

Education, Experience and Skills:

  • 4-8 years of experience in company evaluation and financial analysis, ideally at a private equity firm, investment bank, or management consultancy
  • Manufacturing / Consumer domain knowledge is highly desirable
  • Strong analytic, strategic thinking, and project management skills
  • Strong communication and writing skills
  • Comfortable working in a highly collaborative environment

 

About the Client

One of India’s largest diversified financial services providers

Industry

Financial & Investment

Experience Required:

6+ years

Additional Skills:

  • Private Equity
  • Manufacturing & Consumer Sectors
  • Investments
  • Portfolio management
  • Due Diligence

No of open positions:

1

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