Key Responsibilities
1. Investment Strategy & Opportunity Identification
- Identify and evaluate potential real estate and strategic investment opportunities.
- Analyse investment opportunities across land, commercial, residential, industrial and other real estate assets.
- Conduct market, sector and competitor analysis to assess investment potential.
- Develop investment proposals and present recommendations to senior management.
- Maintain a pipeline of potential investments and strategic opportunities.
1. Real Estate Investment & Project Evaluation
- Evaluate land acquisitions, development projects, joint ventures, partnerships and other real estate transactions.
- Conduct feasibility studies covering project cost, revenue potential, cash flows, funding requirements and expected returns.
- Assess project-level metrics such as IRR, NPV, ROI, equity multiple and payback period.
- Review development plans, approvals, construction costs, sales assumptions and project timelines.
- Identify key commercial, financial and execution risks associated with investments.
1. Financial Modelling & Valuation
- Develop and maintain detailed financial models for real estate projects and investment opportunities.
- Prepare project-level and corporate-level cash flow projections.
- Perform DCF, comparable company, comparable transaction and asset-based valuations.
- Conduct sensitivity and scenario analysis on key assumptions.
- Analyse the impact of changes in cost, pricing, funding, timelines and exit assumptions.
- Prepare investment committee papers and financial presentations.
1. Corporate Finance
- Support the organisation's overall capital allocation and financial strategy.
- Evaluate debt, equity and structured financing alternatives.
- Work closely with banks, NBFCs, private equity funds, investors and other financial institutions.
- Support debt raising, refinancing and restructuring initiatives.
- Analyse the organisation's capital structure and funding requirements.
- Monitor interest costs, debt obligations, repayment schedules and financial covenants.
- Support treasury and cash-flow planning for major projects.
1. Transaction Structuring & Due Diligence
- Lead financial evaluation of acquisitions, joint ventures, strategic investments and divestments.
- Coordinate financial, legal, technical and commercial due diligence.
- Identify transaction risks and assess their financial implications.
- Support negotiation of commercial terms and transaction structures.
- Prepare financial models and valuation analyses for negotiations.
- Assist in preparation and review of term sheets, investment proposals and transaction documentation.
1. Portfolio & Investment Monitoring
- Monitor performance of existing investments and real estate projects.
- Track project budgets, cash flows, profitability and return expectations.
- Compare actual performance against approved investment assumptions.
- Identify deviations and recommend corrective actions.
- Prepare periodic investment and portfolio performance reports for management.
1. MIS & Management Reporting
- Prepare monthly and quarterly reports on investments, projects, cash flows and financial performance.
- Develop dashboards covering project profitability, investment returns, funding and liquidity.
- Provide management with insights on financial and investment performance.
- Prepare presentations for the Board, Investment Committee and senior management.
1. Stakeholder & Relationship Management
- Build and maintain relationships with banks, investors, PE funds, consultants, valuers and financial advisors.
- Coordinate with internal teams including Finance, Legal, Projects, Sales, Business Development and Operations.
- Work with external advisors on valuation, due diligence, transaction structuring and financing.
- Represent the organisation in financial and investment discussions with external stakeholders.
1. Risk Management & Compliance
- Identify financial, investment, market, funding and project risks.
- Ensure appropriate financial controls and approval processes are followed.
- Review investment assumptions and ensure adequate documentation.
- Work with Legal and Finance teams to ensure transactions comply with applicable regulations and company policies.
Key Deliverables
- Investment chance pipeline
- Investment proposals and Investment Committee papers
- Real estate project feasibility reports
- Financial models and valuation reports
- DCF and investment return analysis
- Acquisition / JV / divestment evaluation
- Debt and financing proposals
- Project cash-flow projections
- Portfolio performance reports
- Board and senior management presentations
- Investment risk assessment and sensitivity analysis
Key Performance Indicators (KPIs)
- Quality and value of investment opportunities identified
- Investment returns versus approved business plans
- Accuracy of financial models and forecasts
- Successful execution of investment/transaction initiatives
- Cost of capital and funding efficiency
- Project cash-flow management
- Portfolio profitability and performance
- Timely completion of due diligence and investment evaluations
- Successful debt/equity fundraising
- Quality and timeliness of management reporting
If interested, please share your profile to
[email protected] Thanks & regards,
Revathy H
Asst Manager - HR
M: (phone hidden)
📌 DGM - Investments, Real Estate, Immediate Joiner, Bangalore Location (Bengaluru)
🏢 Avigna Group
📍 Bengaluru