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

Years of Experience: Min 3 years

Department: Portfolio Management

Location: Kolkata

Work Model: Onsite

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 prospects 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

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📌 Portfolio Manager Designation: Sr Associate Kolkata
🏢 IIM Calcutta Innovation Park
📍 Kolkata