Senior Investment Analyst / Associate

About the job

Role & Responsibilities We are seeking an experienced investment professional with deep exposure to Private Equity, Pre-IPO markets, and Special-Situation or Distressed-Asset investments. The Senior Investment Analyst / Associate will play a strategic role in managing the end-to-end investment lifecycle — from deal origination and evaluation to execution, portfolio monitoring, and exit planning across the Fund’s three core investment verticals. This role demands a combination of analytical depth, transaction execution capability, and strategic judgment, ideal for professionals from buy-side investing, AIFs, or investment banking backgrounds who are passionate about private market investing. Key Responsibilities **Deal Origination & Pipeline Management** - Source and evaluate investment opportunities across Pre-IPO, Private Equity, Real-Asset, and Special-Situation spaces. - Leverage relationships with institutional networks, merchant bankers, investment bankers, and family offices. - Identify Pre-IPO / QIB opportunities, distressed assets, and real-asset investments aligned with the Fund’s thesis. - Maintain a live deal pipeline tracker with detailed deal summaries, valuations, and progress updates. - Conduct preliminary screenings, management discussions, and develop investment rationales for shortlisting. **Financial Modelling & Valuation** - Build integrated 3-statement financial models, LBO and DCF frameworks, and scenario-based simulations. - Conduct valuation benchmarking through comparable company and precedent transaction analyses. - Perform credit assessments and asset-level cash flow analysis for special-situation and real-asset investments. - Prepare return analyses, IRR projections, and downside-risk assessments for Investment Committee (IC) evaluation. **Due Diligence & Investment Execution** - Lead and coordinate end-to-end due diligence across financial, legal, technical, and tax aspects. - Engage with external consultants, auditors, and legal counsel to validate assumptions and ensure deal integrity. - Draft comprehensive Investment Memoranda (IMs) and Transaction Notes for IC discussions. - Support term sheet negotiations, transaction structuring, and closure in collaboration with legal and compliance teams. **Portfolio Monitoring & Value Enhancement** - Track quarterly and annual performance of portfolio companies and special-situation assets. - Evaluate business plan adherence, covenant compliance, and key financial metrics. - Develop MIS dashboards and performance trackers for internal and LP-level reporting. - Recommend value-creation initiatives, follow-on investments, and structured exits based on performance insights. **Market Intelligence & Research** - Conduct sectoral and thematic research across Pre-IPO, real-estate, and special-situation markets. - Monitor macroeconomic trends, regulatory changes (SEBI, RBI, IBC), and policy developments affecting private markets. - Contribute to Investment Committee presentations, LP reports, and portfolio commentary. - Identify emerging themes, co-investment opportunities, and strategic sectors for future fund deployment. **Fund Operations & Compliance Support** - Assist in fund reporting, SEBI compliance, and valuation reviews with auditors and custodians. - Support quarterly and annual LP reporting and performance analytics. - Collaborate with finance, legal, and fund administration teams to maintain robust governance and audit trails. **Ideal Candidate** **Qualifications** - MBA (Finance), CA, or CFA (Charterholder / Level III Candidate) preferred. - 5–10 years of experience in Private Equity, AIF, Investment Banking, Family Office, or Special Situations investing. - Proven experience in executing Pre-IPO, QIB, distressed debt, or real-asset transactions. **Skills & Competencies** - Strong expertise in financial modeling, valuation techniques, and investment analysis. - In-depth understanding of deal structuring, transaction documentation, and fund operations. - Analytical thinker with excellent attention to detail and ability to interpret complex financial data. - Strong presentation, report writing, and communication skills. - Familiarity with databases such as Capital IQ, PitchBook, Tracxn, or Venture Intelligence. - High integrity, professionalism, and a collaborative approach aligned with fund objectives. **Skills:** ipo, pre-ipo, investments, investment, private equity, reporting

Requirements

• ipo
• pre-ipo
• investments
• investment
• private equity
• reporting

Qualifications

• MBA (Finance)
• CA
• CFA (Charterholder / Level III Candidate)

Preferred Technologies

• ipo
• pre-ipo
• investments
• investment
• private equity
• reporting

About the company

CG-VAK Software & Exports Ltd. specializes in investment management, particularly in Private Equity and Pre-IPO markets.