Investor Relations and Fundraising - Venture Capital
Michael Page
- Mumbai, Maharashtra
- Permanent
- Full-time
- Maintain proposal presentation templates and associated client questionnaire
- Prepare client / prospect specific proposals
- Maintain model portfolios
- Develop and maintain discretionary mandate track record and benchmarking
- Prepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting
- Coordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems
- Prepare custom internal reporting
- Prepare Board meeting agenda and materials and prepare / review minutes thereafter
- Maintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy and general portfolio constructs
- Prepare and coordinate responses to clients and prospect queries
- MBA, Master's Degree in Finance, CA or a bachelor's degree with relevant prior experience
- 4 to 8 years of investor relations experience in the financial services industry
- Portfolio management experience
- Excellent verbal and written communication skills
- Global mindset with the ability to collaborate and work with teams across different geographies
- Understanding of portfolio management basics, including portfolio optimization concepts
- Exceptional Excel, PowerPoint and Word skills
- Distribution (Commerce, Fintech, Agritech)
- Democratisation (D2C, Gaming, SaaS) and
- Decentralisation (AI, Creators, Sustainability) as areas of high potential, amongst others
- Opportunity to work in a VC Fund
- Opportunity to work directly with the Founding Partner