Job description
Location: Mumbai
Qualification: CA or MBA
Role Summary:
- We are hiring an Analyst/Associate/AVP to support evaluation and execution of secondary and unlisted private market investments, including late stage VC, growth equity, pre-IPO, and structured secondary transactions.
- This is a sell -side role with direct exposure to decision making, deal structuring, and transaction execution.
Key Responsibilities:
- Investment Evaluation
- Build and maintain financial models (3 statement, unit economics, cap tables, IRR/MOIC)
- Analyze secondary deal structures (direct transfers, ESOP liquidity, partial exits, SPVs)
- Conduct valuation benchmarking (public comps, private comps, last-round analysis)
- Prepare investment memos / IC notes with risk, return, and downside scenarios
- Transaction Execution
- Support end-to-end execution of unlisted & secondary transactions
- Review term sheets and commercial SPA clauses (economics, preferences, protections)
- Coordinate with lawyers, compliance, custodians, and counterparties
- Track closing mechanics, transfers, and documentation
- Market Tracking & Portfolio Support
- Track secondary market activity in VC backed and pre-IPO companies
- Maintain deal pipeline and internal investment trackers
- Support portfolio monitoring, valuation updates, and reporting
Qualification and Skills Required:
- Experience in IB (Front or Back office), Family Office, Equity Research, Transaction Advisory, CA, Audit firms, or Transaction Advisory
- Strong financial modeling and valuation skills
- Comfort working with unlisted companies and incomplete data
- High ownership mindset; execution-oriented
- Advanced Excel & financial modeling
- Valuation & transaction analysis
- Investment memo writing
- Commercial term evaluation
- Strong analytical rigor and communication
JOB CODE : SKILLMS-120
