Job Responsibilities1. Portfolio Performance Analysis:Analyze financial and operational performance of portfolio companies.Maintain and update portfolio tracking models and dashboards.Review and interpret monthly, quarterly, and annual financials.2. Reporting & MIS:Prepare internal reports for the investment committee and senior leadership.Generate customized dashboards using Excel, Google Sheets.Support LP reporting requirements with updated portfolio performance metrics.3. Data Collection & Management:Coordinate with founders to collect relevant KPIs, updates, and board decks.Ensure timely and accurate reporting from all portfolio companies.Organize all portfolio data in structured repositories (CRM, Drive.).4. Strategic Support:Support value-creation initiatives by identifying red flags or growth opportunities.Track key milestones like fundraising rounds, revenue growth, team changes, etc.Assist in preparing exit strategy analysis and valuations.5. Governance & Compliance:Ensure companies are compliant with reporting obligations as per investment terms.Track ESG, legQualification and Experience:Bachelor’s degree in finance, Economics, Business, or related field.2–4 years of experience in portfolio monitoring, equity research, investment banking, or VC/PE.Strong analytical skills and familiarity with startup metrics and financial statements.Other Details5 days workingWork from the office
