Upaya Social Ventures
Website:
upayasv.org
Job details:
Reports to: Director of Investments and Portfolio
Experience: 4 to 8 years
Salary Range (CTC): INR 12-17 lakhs per annum
Job Type: Full-time
Location: Bangalore
Expected Start Date: As early as possible, no later than October 1, 2026
Summary
Upaya is seeking a full-time Associate to join its Investment and Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, investing and growing 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.
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 report key performance metrics and trends across categories.
Qualification
Experience, Qualifications & Skills:
Master's degree preferred: An MBA, Master's in Finance or Accounting, or another relevant postgraduate degree in finance is preferred but not required. Candidates should demonstrate proficiency in financial statement analysis, financial modelling, and other core financial analysis skills.
Skills & Experience
- 4-8 years of post-qualification work experience as a finance professional in an investment fund / investment banking / financing company / consulting. Impact investing experience will be an advantage
- Experience of analysing companies and business models is required
- 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 values
How To Apply
Interested candidates should send their resume along with written responses (1-2 paragraphs each) to the following questions:
- From an investment standpoint, which sectors do you believe hold the most promise over the next five years, and why?
- Identify one startup that is creating dignified jobs that you would personally invest in and explain your reasoning.
Please send your application to careers@upayasv.org with the subject line: “Application for Associate - Investments & Portfolio.”
About Upaya Social Ventures
Upaya Social Ventures is building a dignified economy—one where every person has access to safe, stable, and fulfilling work. We invest in and support early-stage businesses that create sustainable livelihoods for people living in extreme poverty, ensuring that the growth of enterprise directly translates into opportunity and inclusion.
Our award-winning, impact-first model identifies and nurtures often-overlooked entrepreneurs who are transforming local economies through jobs that are inclusive, resilient, and rewarding. Guided by a compassionate yet output-driven culture, the Upaya team combines deep empathy for the communities we serve with a relentless focus on results and accountability.
Since its founding in 2011, Upaya’s portfolio companies have created over 100,000 dignified jobs across India. We have a goal of reaching 300,000+ jobs by 2030 through investment in 100+ companies.
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