JV Ventures - Investment Associate (3-6 yrs)

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 processes.

Qualifications:

Education:

- 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