Specialist - Investor Relations

Position Name: Investor Relation Specialist

Location: Mumbai

Experience Range: 4- 8 years

Mandatory Requirement:

- Portfolio & Financial Analysis Skills

- Founder & Stakeholder Relationship Management

- Governance, Compliance & Process Management

Job Responsibilities:

Portfolio Management & Monitoring:

- Track, analyze, and report the performance of portfolio companies (financial, operational, and strategic KPIs).

- Develop and maintain internal dashboards and MIS systems.

- Prepare quarterly/annual reports and presentations for LPs and internal stakeholders.

Founder & Stakeholder Engagement:

- Serve as the primary point of contact for portfolio companies.

- Support founders with strategic guidance, hiring, partnerships, fundraising, and operations.

- Identify and facilitate value-creation opportunities (intros to clients,investors, mentors, etc.)

Governance & Compliance:

- Coordinate board meetings, prepare minutes, and track key actions.

- Ensure compliance with investment covenants, reporting obligations, and corporate governance norms.

- Liaise with legal, tax, and audit advisors for portfolio-level support.

Fund Operations (optional depending on scope):

- Support internal fund processes such as fund audits, investor reporting, and capital calls.

- Work closely with investment and legal teams during new investments or follow-ons.

Customer Support for query resolutions:

- Support investors and founders with their queries related to fund updates, business updates and any preemptive/ exit updates.

- Maintain good business harmony to streamline the business and reduce noise to improve CSAT and NPS.

- Ensure SLAs in place.

Exit/ Preemptive and Shutdown related formalities:

- Support investors and founders with any events which are related to exit from the business and are aware about the processes like Exit, Shutdown process and related compliance obligations and create transparency in the system.

Qualification and Experience:

- 4 to 8 years of experience in venture capital, private equity, consulting, corporate strategy, or startup operations.

- Strong financial modeling and business analysis capabilities.

- Excellent communication and interpersonal skills to work with founders and stakeholders.

- Prior exposure to the Indian startup ecosystem - wealth advisory and financial services firm is highly preferred.

- CA, CFA, CPA, CS.

Other Details

- 5 days working

- Work from the office