Assistant Vice President/Vice President - Portfolio Manager - BFSI (7-10 yrs)

Portfolio Manager -AVP/VP

Job Description:

Portfolio Management:

- Oversee the performance of portfolio companies, ensuring alignment with strategic goals and investment objectives.

- Conduct regular performance reviews and provide feedback and recommendations to portfolio companies.

- Develop and implement strategies to optimize the growth and profitability of portfolio companies.

Strategic Support:

- Work closely with portfolio company leadership to develop and refine business strategies.

- Identify and support growth opportunities, market expansion, and new product launches.

- Provide strategic guidance on key operational areas, including marketing, sales, product development, and human resources.

Financial Oversight:

- Monitor financial performance and key metrics of portfolio companies.

- Assist in financial planning, budgeting, and forecasting for portfolio companies.

- Ensure effective financial controls and risk management practices are in place.

Board Representation:

- Serve as a board member or observer for portfolio companies as required.

- Provide strategic input and oversight during board meetings.

- Ensure effective governance and compliance with regulatory requirements.

Network Building:

- Leverage the VC firm's network to create strategic partnerships for portfolio companies.

- Facilitate introductions to potential customers, partners, and industry experts, VCs and Strategics from a growth and exit point of view.

- Organize networking events, workshops, and mentoring sessions to foster connections.

Exit Planning:

- Collaborate with the growth and exit team to develop and execute exit strategies for portfolio companies.

- Assist in preparing companies for exit through IPOs, mergers and acquisitions (M&A), or secondary sales.

- Identify and engage potential buyers, including strategic acquirers and financial investors.

Market Analysis:

- Stay abreast of market trends, industry developments, and competitive dynamics.

- Provide insights and recommendations based on market analysis to inform portfolio company strategies.

- Continuously update knowledge of best practices and emerging trends in the VC ecosystem.

Qualifications:

- Bachelor's degree in business, finance, economics, or a related field; MBA or advanced degree preferred.

- Minimum of 7-10 years of experience in venture capital, private equity, investment banking, or a related field.

- Proven track record of managing and growing investments in early-stage or growth-stage companies.

- Strong analytical and strategic thinking skills.

- Excellent financial modelling and valuation skills.

- Exceptional communication and presentation skills.

- Ability to build and maintain strong relationships with portfolio company leadership and industry stakeholders.

- Experience serving on boards or in advisory roles is a plus.

- Willingness to travel as required.

- Willingness to work during weekends and evenings as per operational requirements - Focus on Hustle Mentality and the ability to make quick decisions!