Investment Manager

1.PRINCIPAL ACCOUNTABILITIES

Work Areas

Responsibilities & Outcomes

Financial and Business Management

Analyze financial reports and key ratios to assess the financial health and performance of startups and enterprises. Use financial data to identify investment opportunities and risks.

• Developing and implementing investment strategies for startup ecosystem, VC fund or any other investment opportunities.

Utilize various valuation methods, such as discounted cash flow (DCF), market comparables, and venture capital methods, to determine the value of startups and enterprises. Assess the suitability of different valuation approaches for different investment scenarios.

Ensure that all investment activities adhere to legal and regulatory standards.

Develop a deep understanding of various industries and business models, with a specific focus on startups and emerging enterprises. Prioritize tasks, adapt to change in requirements in assignments in an individual level/team environment, and respond timely to relevant ad-hoc requirement requests with accurate data.

Negotiate investment terms and agreements, secure favorable terms while balancing the interests of all parties involved.

Vendor and Process Management

Manage relationships with service providers, consultants, and partners involved in the investment process. Ensure adherence to established investment processes and best practices.

Analytical and Problem Solving

• Analytics and measurement capabilities using multiple data sources, use of statistical tools and models will be an added advantage

Respond to problems via strategic planning and calibration of financial resources, markets and products and critical thinking.

Develop investment strategies that align with organizational goals and risk tolerance.

Investment & Portfolio Management

Contribute to the development and refinement of the organizations investment strategy.

Manage and monitor the performance of the investment portfolio.

• Responsible for managing and analyzing profit and loss (P/L) accounts, funding, and revenues for investment landscape across Startup, Academia or any other clients.
• Constructing and managing a portfolio of investment, Negotiation skills, maintaining balance sheet, and providing regular updates and reports on portfolio performance.

Reporting and Documentation

Maintain detailed records of investment activities, including contracts, agreements, and investment performance.

Prepare reports and updates for internal and external stakeholders on investment progress and outcomes.

• Keep abreast of regulatory developments, as well as evolving best practices in compliance control across startup and investment landscape.

2. SKILLS AND KNOWLEDGE

Educational Qualifications

a) Qualifications

CA/CFA or MBA in Finance or any other equivalent degree in related field

b) Work Experience

10 to 15 years of experience in Investment management, Financial analysis, Financial Risk management, Accounting, Budgeting etc.