Portfolio Analyst

Position Name:

Location:

Experience Range

Mandatory Requirement:

1. Portfolio & Financial Analysis Skills
2. Founder & Stakeholder Relationship Management
3. Governance, Compliance & Process Management

Job Responsibilities

1. Portfolio Performance Analysis:

• Analyze financial and operational performance of portfolio companies.
• Maintain and update portfolio tracking models and dashboards.
• Review and interpret monthly, quarterly, and annual financials.

2. Reporting & MIS:

• Prepare internal reports for the investment committee and senior leadership.
• Generate customized dashboards using Excel, Google Sheets.
• Support LP reporting requirements with updated portfolio performance metrics.

3. Data Collection & Management:

• Coordinate with founders to collect relevant KPIs, updates, and board decks.
• Ensure timely and accurate reporting from all portfolio companies.
• Organize all portfolio data in structured repositories (CRM, Drive.).

4. Strategic Support:

• Support value-creation initiatives by identifying red flags or growth opportunities.
• Track key milestones like fundraising rounds, revenue growth, team changes, etc.
• Assist in preparing exit strategy analysis and valuations.

5. Governance & Compliance:

• Ensure companies are compliant with reporting obligations as per investment terms.
• Track ESG, legal, and regulatory updates from portfolio companies where relevant.

Qualification and Experience:

• Bachelor’s degree in finance, Economics, Business, or related field.
• 2–4 years of experience in portfolio monitoring, equity research, investment banking, or VC/PE.
• Strong analytical skills and familiarity with startup metrics and financial statements.

Other Details

• 5 days working
• Work from the office