About Us
At Accred Alts, we’re reimagining the way everyday people invest in small businesses and alternative assets. We're building a future where loyal customers can become micro-investors in the brands they love-ethically, legally, and with ease. We operate at the intersection of finance, startups and investment distribution, offering an opportunity to work closely with businesses, investment opportunities and investors. Role OverviewWe are looking for a finance-oriented Investment Associate who has a strong interest in financial analysis, startups, business models and alternative investments. This role goes beyond conventional sales. The candidate will be expected to understand different businesses, analyse their financials, interpret pitch decks and investment documents, and translate complex financial information into clear, compelling investment propositions for potential investors. The role also involves managing investor relationships through CRM platforms, tracking lead engagement, following up systematically and driving investor conversions. Strong financial understanding, business acumen and communication skills are essential for this position.

Key Responsibilities
1. Investment & Financial Understanding
• Study and understand investment opportunities across startups, small businesses and alternative assets.
• Analyse business models, revenue streams, financial statements, projections, valuations and key performance indicators.
• Read and interpret pitch decks, financial models, investment notes and other business documents.
• Understand the investment thesis, potential risks, returns and underlying business fundamentals.
• Effectively communicate the financial and commercial aspects of investment opportunities to prospective investors. 2. Investor Acquisition & Relationship Management




• Engage with prospective investors through calls, emails, meetings and other communication channels.
• Explain investment opportunities, financial structures and business fundamentals in a clear and convincing manner.
• Understand investor requirements, financial objectives and investment preferences.
• Build and maintain long-term investor relationships.
• Handle investor queries and coordinate the onboarding and investment process. 3. CRM & Sales Conversion
• Maintain and actively manage investor databases and CRM platforms.
• Track leads, investor interactions, follow-ups, engagement levels and conversion pipelines.
• Identify potential investors and prioritise leads based on their investment interest and readiness.
• Ensure timely follow-ups and systematically move prospects through the investment funnel.
• Monitor conversion metrics and contribute towards investor acquisition targets. 4. Research & Internal Coordination
• Work closely with the investment, research and growth teams.
• Develop a strong understanding of the startups and businesses being presented to investors.
• Coordinate with internal teams to obtain relevant financial information and investment documentation.
• Support investor presentations, outreach campaigns and fundraising activities. What We Are Looking For
• Bachelor's degree in Finance, Commerce, Economics, Business Administration or a related field.




• Robust understanding of financial concepts, business fundamentals and basic financial analysis.
• Ability to read and interpret financial statements, business pitch decks and financial projections.
• Genuine interest in startups, private markets, equity investments and alternative assets.
• Strong verbal and written communication skills.
• Ability to explain financial concepts and business models to investors in a simple and convincing manner.
• Good interpersonal skills, negotiation abilities and confidence in handling investor conversations.
• Understanding of CRM systems, lead management and sales funnels is preferred.
• Strong analytical thinking, ownership and willingness to learn. Additional Advantage:
• Knowledge of stock markets, mutual funds, AIFs, venture capital or private equity.
• Familiarity with financial modelling, Excel and business valuation.
• Experience using CRM platforms such as Zoho CRM, HubSpot or Salesforce. What You Will Gain
• Hands-on exposure to startup evaluation, financial analysis and alternative investments.
• Experience working with different business models, founders and investment opportunities.
• Direct exposure to investor acquisition, fundraising and investment distribution.
• Practical understanding of CRM management, investor psychology and sales conversions.
• Opportunity to work closely with the founding team and experienced finance professionals.
• A growth path towards senior roles in investment advisory, investor relations or investment management. Compensation
• Competitive fixed salary based on skills, knowledge and experience.
• Performance-linked incentives based on defined sales and investor conversion targets.

📌 Investment Associate (Bengaluru)
🏢 Accred Alts
📍 Bengaluru