Analyst/Senior Analyst – Investment & Portfolio

Upaya Social Ventures

  • Bangalore, Karnataka
  • Permanent
  • Full-time
  • 28 days ago
Analyst/Senior Analyst – Investment & Portfolio – Upaya Social VenturesUpaya Social Ventures is seeking a full-time Analyst/ Senior Analyst to join its Investment & Portfolio team in India. The position is based in Bangalore.About Upaya:Upaya invests in early-stage businesses that create dignified jobs for the ultra-poor. Since 2011, it has backed over 42 enterprises in India, enabling the creation of more than 50,000 jobs. With offices in Seattle and Bangalore, Upaya combines patient capital with portfolio support to help businesses scale sustainably.Position Summary:Upaya is seeking a full-time Analyst / Senior Analyst to join its Investment & Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, executing, and monitoring impact-first investments in India. The candidate will work closely with the investment team and portfolio companies to ensure alignment with Upaya’s goals of financial sustainability and lasting social impact. This role requires strong financial acumen, analytical thinking, and a passion for supporting early-stage entrepreneurs.The position will report to the Senior Associate- Investment & Portfolio.Job Responsibilities:– Identify promising early-stage enterprises aligned with Upaya’s mission through proactive sourcing, networking, and partnerships.– Conduct financial, operational, and impact due diligence, including deep dives into market, product, team, and scalability.– Design key indicators that best capture the financial and social performance of Upaya’s portfolio, conduct real-time analysis, and assist with visualization and external reporting when needed– Review financial statements of portfolio partners and highlight key performance metrics and trends across categoriesQualification:– Master’s Degree preferred: MBA or Masters in Finance, Accounting or any other post-graduate finance degree is preferred but not mandatory. Must demonstrate proficiency in financial statement analysis, financial modelling etcSkills & Experience:– 1-3 years of post-qualification work experience as a finance professional in a consulting/ investment banking/ investment fund/ company– Excellent analytical and organization skills– Competence in MS Office is required with a high level of proficiency in MS Excel; experience with Google Sheets is a plus– Strong relationship building skills, especially with regards to working closely with early-stage entrepreneurs– Strong written and verbal communication (fluency required in English and fluency in other languages is a plus)– Comfortable with travel to partner locations especially far-away places like north-eastern states of India and impoverished communities– Strong work ethic and steadfast commitment to Upaya’s valuesApplication Instructions: We will evaluate your application based on the following:-Your updated resume-Written responses (1-2 short paragraphs each) to the questions listed in the job post-Candidates will be considered on a rolling basis.

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