Portfolio Management Executive
Job Title Portfolio Management Executive
Location Mumbai
Salary Rs 720000 - 1440000
Experience 1 - 2 years
Shift Day Shift
Share


Job Details



Qualifications

- Degree in finance or business management

- Ability to operate in an unstructured environment

- Exposure to working in a start-up environment is a strong plus

- Experience in negotiating investments, valuations and investment terms

- Entrepreneurial aptitude – with high ability to multi-task across assignments

- Ability to work with several different stakeholders

- Strong communication skills and stakeholder-centric mindset

Skills

- Great communication skills.

- Relationship building skills

- Computer skills.

- Great analytical skills

Role

- Assist in Review and finalization of documentation with deal lead and lawyers, including review of key terms, cap tables etc

- Sign off of investors on documents

- Managing the signing and remittance process and following up with the help of the admin team

- Following up with the company and founders for the relevant filings etc to ensure issue of shares

- Record keeping of deal documents (SSHA, CP completion, remittance details, board and shareholder resolutions, share certificates)

- This is done for (a) subsequent tranches, (b) subsequent rounds, and (c) exits

- Maintain the portfolio MIS

- Maintaining adequate records post hand-over of deal documents (SSHA, CP completion, remittance details, board and shareholder resolutions, share certificates) from deal management team

- Periodic reports and data collection

- Organizing Quarterly calls and meetings

No .of vacancies

1 vacancies

Perks

1) Salary is negotiable as per qualification and experience

2) Great working environment

3) Great learning and exposure.




Employers
Email Id
Follow Us On