Key Responsibilities: Deal / Investment
● Source and evaluate investment opportunities across asset classes, including startup equity, pre-IPO shares, and other alternative products.
● Analyze business plans, financial models, and prepare investment memos with detailed insights and recommendations.
● Manage deal execution from sourcing to closure, ensuring smooth legal and operational processes.
● Track the performance of investments (including pre-IPO) through to exit events such as IPOs or secondary sales.
● Provide portfolio management support, sharing periodic performance updates with investors.
Investor Relations & Engagement
● Engage with prospective angel investors, partner networks, VCs, family offices, CXOs, etc.
● Run the defined demand mandate to attract potential investors
● Support organising Demo days, learning sessions & other events.
● Maintain strong relationships with startup founders and stakeholders involved in
transactions.
Wealth Products
● Perform in-depth analysis of various wealth/ investment products (private, exotic and traditional) encompassing a comprehensive evaluation of their structure, market performance, risk profile, and alignment with evolving investor needs.
● Collaborate with cross-functional teams to design and integrate user insights into products.
● Forge alliances with various stakeholders essential for building the product
Strategic Growth & Business Initiatives
● Support go-to-market strategies and business development efforts for new and existing products.
● Create data-driven reports and presentations for internal and external stakeholders.
● Contribute to strategic initiatives around scaling wealth products, private equity, and
pre-IPO offerings.