Transformatrix Global Private Limited
Website:
transformatrix.in
Job details:
EXPERIENCE
- 15+ years of experience in Alternative Investments, Private Equity, Venture Capital, Private Credit, Asset Management, or Investment Banking, with at least 7–10 years directly involved in fundraising, investor relations, or capital formation.
- Demonstrated understanding of investment transactions and fund strategies,with the ability to articulate investment opportunities effectively to prospective investors.
- Proven track record of independently raising funds from HNWIs, UHNIs, Family Offices, Corporate Treasuries, Pension Funds, Insurance Companies, Banks, and Institutional Investors.
- Established relationships with wealth management platforms, private banks, family offices, investment advisors, distributors, institutional allocators, and corporate promoters across India and international markets.
- Ability to develop and execute fundraising strategies, investor targeting plans, and capital formation initiatives for new and existing AIF products and Experience managing investor relationships throughout the fundraising lifecycle, including due diligence, onboarding, reporting, and follow-on commitments.
- Strong understanding of fund structures, SEBI AIF regulations, private market products, investor on-boarding, due diligence processes, fund documentation, and investor communications.
ESSENTIAL QUALIFICATIO
NSPostgraduate qualification in Finance, Economics, Engineering, or Business Management from a reputed institution. Professional certifications suchas CA, CFA, or FRM and an MBA (Finance) are strongly preferre
d.
LOCAT
IONHead Officeat Cuffe Parade,Churchgate, Mum
bai
RESPONSIBILI
TIESThe Vice President – AIF will be responsible for driving investment sourcing, transaction execution, and capital raising activities across the firm's Alternative Investment Fund (AIF) platform. The role requires a seasoned investment professionalwith a strongnetwork across promoters, intermediaries, family offices, HNWIs/UHNIs, and institutional investors, along with a proven ability to originate and close investment opportunities and raise capital for alternative investment strateg
ies.
Responsib
ilities
Deal Origination &Investment Ev
- aluation
Develop and maintain a robust pipeline of proprietary and intermediated investment opportunities aligned with the fund's investment - mandate.Build relationships with promoters, founders, investment bankers, advisors, family offices, and industry stakeholders to source high-quality tran
- sactions.Conduct preliminary screening, commercial assessment, financial analysis, and due diligence to develop investment recomme
- ndations.Prepare investment notes, financial models, valuations, and investment committee prese
ntations.
Transaction Structuring &
- ;Execution
Lead transaction evaluation, valuation, structuring, and negotiation of commer - cial terms.Coordinate withlegal, tax, compliance, and external advisors to facilitate deal execution a
- nd closure.Support portfolio monitoring and identify value creation and exit opp
ortunities.
Fund Raising &Invest
- or Relations
Lead capital raising initiatives for AIF schemes through HNWIs, UHNIs, Family Offices, Wealth Management Platforms, Corporate Treasuries, and Institution - al Investors.Develop and maintain strong investor relationships to secure new commitments and enhance invest
- or retention.Prepare and present PPMs, pitch decks, fund presentations, due diligence questionnaires (DDQs), and investor co
- mmunications.Manage ongoing investor engagement, reporting, and fundraisi
ng pipelines.
Compliance &a
- mp; Governance
Ensure adherence to SEBI AIF Regulations, internal investment policies, and regulatory reportin - g requirements.Work closely with compliance, legal, trustees, custodians, and fund administrators on governance and investor-r
elated matters.
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