Financial Modelling & Analysis
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 prospects, 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 (India)
🏢 Dvara Holdings
📍 India