Description

Job Purpose
Direct Reports (Position Title)
- The objective of this role is to manage investments, conducting due diligence, and supporting portfolio companies, work closely with the investment team to evaluate opportunities and risks.

-

Main Accountabilities

Deal Sourcing and Evaluation:
- Identify and evaluate potential investment opportunities in target industries and markets.
- Conduct initial screening and assessment of potential deals, including financial analysis, market research, and competitive landscape evaluation.
- Collaborate with the deal team to assess the feasibility and alignment of potential investments with the firm's investment strategy.

Due Diligence:
- Lead or assist in conducting due diligence on prospective investments, including financial, legal, operational, and market analysis.
- Assess and validate the financial models, assumptions, and projections provided by target companies.

Financial Modeling and Analysis:
- Create detailed financial models to evaluate investment opportunities, including cash flow projections,



sensitivity analysis, and valuation.
- Analyze historical and projected financial statements, identifying key performance drivers and risks.
- Evaluate potential exit scenarios and returns on investment.

Deal Execution:
- Assist in structuring and negotiating investment terms, including equity stakes, debt financing, and governance arrangements.
- Coordinate the legal and regulatory aspects of closing transactions, working with external advisors and legal teams.
- Ensure compliance with investment guidelines and regulatory requirements.

Portfolio Management:
- Monitor and support portfolio companies, working closely with management teams to drive value creation and strategic initiatives.
- Participate in board meetings, providing insights and recommendations to optimize portfolio company performance.
- Evaluate potential add-on acquisitions or divestitures within the portfolio.

Reporting and Communication:
-

📌 Sr Associate (Mumbai)
🏢 Tata Capital
📍 Mumbai