22 Oct
|
Valion
|
Gurugram
Company Description Valion is India’s first P.
R.
E.
F.
O (Private Real Estate Family Office), with over a decade of experience in real estate investment and advisory. Headquartered in Gurugram, with additional presence in Mumbai, Bangalore, and Singapore, Valion partners with more than 2,000 HNI and super-HNI families in India and abroad, managing investments and assets exceeding INR 4,000 crores. The group expanded its offerings with PropCare, launched in 2014, to provide specialized property management services for owners with multiple assets or those residing away from the location of their properties. Valion also operates “myfollo,” a real estate portfolio management portal that supports investors and end users with comprehensive property advisory services. Together, these platforms reflect Valion’s commitment to professional, end-to-end real estate portfolio and asset management. Role Description This is a full-time, on-site role based in Gurugram for an AIF Fundraising & Business Development Analyst – Category II AIF. The analyst will support fundraising activities by preparing investor pitch materials, financial models, and market research to attract and engage HNI, ultra-HNI, and institutional investors for Category II AIF products. Day-to-day responsibilities include identifying and qualifying prospective investors, maintaining and updating investor databases and CRM tools, coordinating meetings and roadshows, and assisting in the preparation of term sheets, proposals, and follow-up communications.
The role will also involve collaborating with investment and product teams to align fundraising strategies with fund objectives, tracking fundraising performance metrics, and preparing periodic reports and presentations for internal stakeholders. The analyst will interact with wealth managers, family offices, and distribution partners to expand Valion’s fundraising network while adhering to regulatory and compliance requirements. Qualifications
• Robust analytical and financial skills, including experience with financial modeling, valuation, and interpreting investment performance metrics for AIFs or similar structures.
• Business development and relationship management capabilities, with the ability to identify prospects, nurture investor relationships, and coordinate with partners such as wealth managers and family offices.
• Excellent research and documentation skills to analyze markets, competitors, regulatory updates, and investor trends, and to translate findings into clear presentations, pitch decks, and reports.
• Effective communication and presentation skills, with proficiency in creating high-quality investor communication materials and engaging professionally with stakeholders at all levels.
• Proficiency with MS Office (Excel, PowerPoint, Word) and CRM or fundraising tracking tools; comfort working with data and generating dashboards or summaries.
• Bachelor’s or master’s degree in Finance, Business, Economics, or related field; prior exposure to AIFs, private equity, real estate investments, or wealth management is highly beneficial. <
📌 AIF Fundraising (Gurugram)
🏢 Valion
📍 Gurugram