Company Description
Amplio Invest is focused on transforming the financial landscape by offering innovative solutions such as Invoice Discounting and Amplio Wealth, enabling investors and founders to better control their financial futures. The team is driven by integrity, innovation, and a strong customer-centric approach, prioritizing user needs and enhancing each financial journey. Amplio Invest emphasizes simplicity, long-term value creation, and transparency, building trust through clear communication and intuitive products. Its mission is to broaden access to investment opportunities and simplify fundraising for founders through a comprehensive engagement platform, while its vision is to empower individuals and businesses with the tools and confidence to thrive in the investment world.

Role Description
This is a full-time, in office Investment Associate – AIF role based in Mumbai. As a founding member of the fund's investment team, you'll support the evaluation and execution of investment opportunities, including financial modeling, investment analysis, and due diligence on potential portfolio companies and instruments. Responsibilities include monitoring existing investments, preparing periodic reports and presentations for internal and external stakeholders, and assisting in the development of investment strategies aligned with fund objectives. You'll work closely with senior team members, participate in investor communications, and coordinate with legal, compliance,



and operations teams to ensure regulatory adherence and efficient transaction execution — while also aligning with the group's existing NBFC and fintech platform teams.
This role carries SEBI's mandated certification requirement for key personnel on an AIF's investment team, making it a strong launchpad for candidates early in their AIF/fund management careers.

Requirements
NISM Series XIX-C (Alternative Investment Fund Managers) certification — mandatory and currently valid
Bachelor's or Master's degree in Finance, Economics, Business, or a related quantitative field
0–2 years of experience; strong freshers with the certification are encouraged to apply
Foundational understanding of capital markets, investment products, and fund structures
Working knowledge of financial modeling — valuation, scenario analysis, cash flow forecasting
Ability to interpret financial statements and market data to support analysis
Exposure to or coursework in due diligence processes (qualitative and quantitative)
Strong proficiency in Excel; familiarity with financial analysis or presentation tools
Clear written and verbal communication skills
Detail-oriented and comfortable managing multiple priorities in a fast-paced environment
Basic knowledge of AIF regulations, SEBI guidelines, and the Indian investment ecosystem is a plus
High integrity, ownership, and professional conduct

Good to Have
Prior internship exposure to PE, VC, or AIF operations
CFA/CA/FRM (pursuing or completed) — advantage, not required
Familiarity with NBFC or fintech lending environments

📌 Investment Associate – Alternative Investment Fund (AIF) (Mumbai)
🏢 Amplio Invest
📍 Mumbai