Portfolio Analyst

Position Name: Portfolio Review Analyst

Location: Mumbai

Experience Range: 2- 4 years

Mandatory Requirement:

- Portfolio & Financial Analysis Skills

- Founder & Stakeholder Relationship Management

- Governance, Compliance & Process Management

Job Responsibilities

Portfolio Performance Analysis:

- Analyze financial and operational performance of portfolio companies.

- Maintain and update portfolio tracking models and dashboards.

- Review and interpret monthly, quarterly, and annual financials.

Reporting & MIS:

- Prepare internal reports for the investment committee and senior leadership.

- Generate customized dashboards using Excel, Google Sheets.

- Support LP reporting requirements with updated portfolio performance metrics.

Data Collection & Management:

- Coordinate with founders to collect relevant KPIs, updates, and board decks.

- Ensure timely and accurate reporting from all portfolio companies.

- Organize all portfolio data in structured repositories (CRM, Drive.

Strategic Support:

- Support value-creation initiatives by identifying red flags or growth opportunities.

- Track key milestones like fundraising rounds, revenue growth, team changes, etc.

- Assist in preparing exit strategy analysis and valuations.

Governance & Compliance:

- Ensure companies are compliant with reporting obligations as per investment terms.

- Track ESG, legal, and regulatory updates from portfolio companies where relevant.

Qualification and Experience:

- Bachelors degree in finance, Economics, Business, or related field.

- 2-4 years of experience in portfolio monitoring, equity research, investment banking, or VC/PE.

- Strong analytical skills and familiarity with startup metrics and financial statements.

Other Details

- 5 days working

- Work from the office