Designation of the Role: Portfolio Manager (Designation: Sr. Associate) Years of

Experience:
Min 3 years Department: Portfolio Management

Location:
Kolkata Work Model: Onsite

Job Description
ROLE SUMMARY: The Portfolio Manager (Sr. Associate) is responsible for managing and supporting a portfolio of startups within the incubator. This role involves tracking startup performance, facilitating mentorship and resources, ensuring milestone achievement, and acting as a key liaison between founders, investors, and internal teams to drive startup growth and success.

Key Responsibilities
• Manage and monitor the performance of incubated startups across different stages
• Track KPIs, milestones, and progress reports for portfolio companies
• Coordinate mentorship, advisory sessions, and expert support for startups
• Assist startups in business planning, fundraising readiness, and market strategy
• Act as a point of contact between founders, investors, mentors, and incubator management
• Organize demo days, review meetings, and investor interactions
• Identify risks, challenges, and growth opportunities within the startup portfolio
• Maintain portfolio documentation, reports, and dashboards




• Support compliance with incubator policies, grant requirements, and reporting standards Required Skills
• Solid understanding of startup ecosystems, business models, and early-stage ventures
• Analytical skills for performance tracking and portfolio evaluation
• Excellent communication and stakeholder management abilities
• Problem-solving and strategic thinking skills
• Ability to manage multiple startups simultaneously
• Proficiency in MS Excel, PowerPoint, and startup tracking tools Key Competencies
• Startup milestone achievement and growth metrics
• Fundraising and investor engagement outcomes
• Founder satisfaction and engagement levels
• Portfolio success rate and graduation outcomes Academic Qualification
• Bachelor’s degree in Business Administration, Management, Finance / Commerce, or related field
• CA IPCC cleared, Cost Accountant / Master’s Degree in relevant field Experience
• Total years of work

experience:
Min 3 years
• Minimum years of relevant

experience:
2 years
• *Minimum years of work experience after essential qualification: 3 years Apply Now

📌 Portfolio Manager (Kolkata)
🏢 IIM Calcutta Innovation Park
📍 Kolkata