Portfolio Finance Analyst

Key Responsibilities

1. Financial Due Diligence & Transaction Support

• Assist in financial due diligence for early-stage and growth-stage investments
  
• Analyze quality of earnings, working capital, cash flows, revenue recognition, and key risk areas
  
• Support transaction closure from a tax and structuring perspective, including:
  

• Review of deal structures (equity, CCPS, CCDs)
  
• Tax implications under Income-tax Act, FEMA, and Companies Act
  

Coordinate with external advisors during diligence and closing

2. Valuation & Investment Analysis

• Support valuation exercises under DCF, Rule 11UA, and other relevant methodologies
  
• Assist in reviewing valuation reports issued by Merchant Bankers
  
• Prepare internal valuation support notes for ICs, LP reporting, and audit purposes
  

3. Portfolio MIS & Performance Monitoring

• Prepare and review monthly / quarterly MIS for portfolio companies
  
• Analyze key financial and operating KPIs, burn rates, runway, and budget vs actuals
  
• Assist in maintaining portfolio dashboards and trackers for senior management
  

4. Reporting & Presentation

• Prepare high-quality Excel database and PowerPoint presentations for internal and external stakeholders
  
• Support investor, auditor, and board-level reporting requirements
  

Requirements

Education & Qualification

• Chartered Accountant (CA) – qualified in the last 1–2 years
  
• Schooling from CBSE or ICSE board
  

Experience

• 1–2 years of post-qualification experience in:
  

• Transaction Advisory / Due Diligence
  
• Audit with exposure to startups, funds, or PE/VC clients
  
• Valuation, Corporate Finance, or Deal Advisory roles
  

Technical Skills

• Strong understanding of:
  

• Financial statements and accounting standards
  
• Taxation fundamentals impacting investments and exits
  

Advanced proficiency in Excel (financial models, analysis, dashboards)
Strong PowerPoint skills for professional investment-grade presentations

Soft Skills

• Strong written and verbal communication skills
  
• Ability to work in a fast-paced, multi-deal environment
  
• High attention to detail and strong analytical mindset
  

Professional maturity to interact with founders and senior advisors

Benefits

• Opportunity to be part of India’s largest homegrown VC Team and work along with its portfolio companies
  
• Direct learning across finance, tax, valuation, and governance
  
• High-impact role with visibility to investment and leadership teams.