JV Ventures - Investment Associate

Investment Associate

Key Responsibilities

Financial Modeling & Analysis:

• Prepare detailed financial models including cash flow projections, financial statements, and Internal Rate of Return (IRR) calculations.
• Analyze and interpret financial statements, business models, and perform company and transaction valuations.
• Conduct both quantitative and qualitative evaluation of investment opportunities.
  
  

Investment Documentation & Presentations

• Draft and present key investment documents such as Investment Memos, Term Sheets, Pitchbooks, and Teasers.
• Create industry-specific materials to support investment opportunities and decision-making.
  
  

Due Diligence & Evaluation

• Assist senior team members in the due diligence process, including gathering necessary information, performing background checks, and analyzing risk factors.
• Evaluate potential risks and rewards associated with investment opportunities.
  
  

Support Fundraising & Deal Structuring

• Provide support for fundraising activities and assist in structuring deals.
• Work closely with internal teams and external partners to ensure deal closing principals are met efficiently.
  
  

Portfolio Management

• Monitor and track the performance of portfolio assets.
• Obtain periodic credit ratings for portfolio assets and ensure they align with the investment strategy.
• Prepare internal Management Information Systems (MIS) reports for assets on a monthly basis.
  
  

Liaison With Financial Institutions & Stakeholders

• Liaise with financial institutions, banks, consultants, and rating agencies to facilitate investments.
• Cultivate relationships with external parties to ensure smooth execution of investment CA (Chartered Accountant) or MBA in Finance.
• Minimum of 3 years of experience in a relevant field post-qualification.
  
  

Key Skills

• Proficiency in Microsoft Excel, Microsoft Word, and PowerPoint.
• Strong understanding of financial statements, capital structures, debt instruments, and ratio analysis.
• Impeccable communication and interpersonal relationship skills with the ability to engage with senior professionals and stakeholders.
• Strong logical and analytical skills with a systematic approach to problem-solving.
  
  

Desired Skills

• Attention to Detail: Ability to ensure accuracy and consistency in financial models and reports.
• Time Management: Effective prioritization and management of multiple tasks within deadlines.
• Adaptability: Ability to thrive in a dynamic and fast-paced environment.
• Teamwork: A collaborative approach to working with cross-functional teams and stakeholders.
• Customer Service: Providing excellent service to both internal and external stakeholders
  
  

(ref:iimjobs.com)