Investment Associate

About the job

Oister is looking for an Investment Associate who will play a crucial role in the investment process, assisting in sourcing and evaluating potential investment opportunities, leading in-depth due diligence, and portfolio management activities. The ideal candidate will have strong financial & business acumen, excellent analytical skills, and a passion for private market investments. Profile description: Investment Research & Analysis: • Conduct market research to identify industry trends, competitive landscapes, and potential investment opportunities in targeted sectors • Analyze financial statements, business plans, and company performance to evaluate potential investments • Prepare comprehensive investment memos and presentations for the Investment Committee (IC). • Lead the IC process including IC presentation and approvals. • Support ad-hoc analysis, reporting, and data requests from senior management and stakeholders Financial Modelling & Valuation: • Develop and maintain complex financial models to assess investment opportunities and support decision-making • Conduct valuations using various methodologies, including discounted cash flow (DCF), precedent transactions, and market comparable Due Diligence: • Lead the due diligence process including commercial, financial, legal, tax, HR, etc. • Collaborate with external advisors, including DD vendors, legal, accounting, and industry experts, to gather relevant information and insights • Maintain proper documentation, version control, and data hygiene for all investment and portfolio records Transaction documentation and closure: • Assist in review of legal documents along with legal team • Oversee execution of transaction documentation with the legal team including SHA, SPA, CP, CS, etc. • Oversee entire transaction closure process and formalities with relevant teams Assist in Business Development and Sales: • Assist in partner DD processes and sales • Collaborate in preparation of sales collateral including deck, FAQs, cashflow model, investment notes, etc. • Respond to investor queries within the timelines committed • Participate in sales pitches with ability to explain the product independently with sales team representation Portfolio Management: • Monitor and report on the performance of portfolio and keep the information updated for both the investment team and external stakeholders • Prepare and manage periodic MIS, dashboards, and internal reports • Respond to investor queries within the timelines committed • Assist in periodic valuation process and other compliance and regulatory filings Deal Sourcing & Networking: • Support deal sourcing efforts by identifying potential investment opportunities through industry research, networking, and attending conferences • Build and maintain relationships with industry contacts, intermediaries, and entrepreneurs to generate deal flow including active outreach. • Maintain detailed pipeline trackers and dashboards

Requirements

• Financial Modelling
• Valuation
• Analytical Skills

Qualifications

• MBA from tier 1 institute
• 3-6 years of experience in investment banking, private equity, management consulting, or a related field

Preferred Technologies

• Financial Modelling
• Valuation
• Analytical Skills

About the company

Oister Global is a leading Alternate Asset Manager in India's top-tier private market funds, focused on venture capital, venture debt, private equity, and private credit.