Reports to: Director of Investments and Portfolio

Experience: 4 to 8 years

Salary Range (CTC): INR 12-17 lakhs per annum

Job Type: Full time

Location: Bangalore

Expected Start Date: As early as possible, no later than October 1, 2026

Summary

Upaya is seeking a full-time Associate to join its Investment and Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, investing and growing impact-first investments in India. The candidate will work closely with the investment team and portfolio companies to ensure alignment with Upaya’s goals of financial sustainability and lasting social impact. This role requires strong financial acumen, analytical thinking, and a passion for supporting early-stage entrepreneurs.

Responsibilities

Identify promising early-stage enterprises aligned with Upaya’s mission through proactive sourcing, networking, and partnerships.
Conduct financial, operational, and impact due diligence, including deep dives into market, product, team, and scalability.




Design key indicators that best capture the financial and social performance of Upaya's portfolio, conduct real-time analysis, and assist with visualization and external reporting when needed.
Review financial statements of portfolio partners and report key performance metrics and trends across categories.

Qualification

Experience, Qualifications & Skills:

Master's degree preferred: An MBA, Master's in Finance or Accounting, or another relevant postgraduate degree in finance is preferred but not required. Candidates should demonstrate proficiency in financial statement analysis, financial modelling, and other core financial analysis skills.

Skills & Experience

4-8 years of post-qualification work experience as a finance professional in an investment fund / investment banking / financing company / consulting. Impact investing experience will be an advantage
Experience of analysing companies and business models is required
Excellent analytical and organiz

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