Portfolio Service

As a highly driven and detail-oriented Portfolio Manager, you will be responsible for managing and supporting investments across early to growth-stage startups. Your primary role will involve maintaining deep relationships with portfolio founders, monitoring performance, and enabling strategic value creation. Your key responsibilities will include: - Portfolio Management & Monitoring: Track, analyze, and report the performance of portfolio companies in terms of financial, operational, and strategic KPIs. Develop and maintain internal dashboards and MIS systems. Prepare quarterly/annual reports and presentations for LPs and internal stakeholders. - Founder & Stakeholder Engagement: Act as the primary point of contact for portfolio companies. Support founders with strategic guidance, hiring, partnerships, fundraising, and operations. Identify and facilitate value-creation opportunities by making introductions to clients, investors, mentors, etc. - Governance & Compliance: Coordinate board meetings, prepare minutes, and track key actions. Ensure compliance with investment covenants, reporting obligations, and corporate governance norms. Collaborate with legal, tax, and audit advisors for portfolio-level support. - Fund Operations (optional depending on scope): Assist in internal fund processes such as fund audits, investor reporting, and capital calls. Collaborate closely with investment and legal teams during new investments or follow-ons. - Customer Support for query resolutions: Support investors and founders with their queries related to fund updates, business updates, and any preemptive/exit updates. Maintain good business harmony to streamline the business and reduce noise to improve CSAT and NPS. Ensure SLAs are in place. - Exit/Preemptive and Shutdown related formalities: Assist investors and founders with any events related to exit from the business. Be knowledgeable about processes like Exit, Shutdown process, and related compliance obligations to create transparency in the system. Qualifications & Skills: - 4-8 years of experience in venture capital, private equity, consulting, corporate strategy, or startup operations. - Strong financial modeling and business analysis capabilities. - Excellent communication and interpersonal skills to effectively work with founders and stakeholders. - Prior exposure to the Indian startup ecosystem is highly preferred. - CA/MBA or CFA/CPA is a plus.,