- Develop financial models for investment opportunities, including projected financial statements, valuation models, sensitivity analysis, unit economics, and benchmarking.
- Coordinate, prepare, and review financial reports, ensuring accuracy and performing financial analysis.
- Analyze results, identify trends, and provide recommendations for optimization.
- Prepare and coordinate the development of budgets (Annual Operating Plans/ Business Plans) for the Group
Transaction Support and Advisory
- Work closely with stakeholders to execute transactions.
- Ensure tax-productive and legally sound investment structures aligned with the company's strategy.
- Negotiate terms of investment opportunities with the Executive team
Portfolio Management
- Assist in managing the company's investment portfolio, monitoring performance, and creating management reports.
- Identify and assess potential risks, developing risk mitigation strategies.
- Prepare investment materials, including memos and pitch decks, for presentation to management and investors.
Investor Relations and Reporting
- Prepare reports for investors, including financial statements and performance updates.
- Deliver presentations to senior management and investors, communicating financial analysis and investment recommendations.
Investment Strategy Development
- Work with the Executive team to identify investment opportunities and develop strategies.
- Conduct research on industry trends, competitive landscape, and emerging technologies.
- Identify and research potential investment opportunities, build relationships with stakeholders, and participate in deal sourcing efforts.
- Conduct thorough diligence on potential investments, including financial and legal analysis.
Stakeholder Management, Compliance and Regulations
- Coordinate and collaborate with external organizations for financial data and analysis.
- Ensure compliance with regulatory requirements and monitor changes in regulations impacting investment strategies.Role & responsibilities.
📌 Investment Analyst Private Equity (Chennai)
🏢 Dvara Holdings
📍 Chennai
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