Job Description – Analyst & Associate

i.Research

    • Provide comprehensive research on industry, supply chain, competition, technological advancements, and regulatory environment for direct investments and similarly for FoF investment landscape
    • Create and update research papers on investment theme of the Neev Fund and those of the FoF investments
    • Innovate and think out of the box to improve operational efficiency

ii.Investments and Transaction Execution

    • Analyse investment opportunities for investment by the Neev II – SME Fund and FoF initiatives
    • Creating financial model and conducting various financial analysis on investments
    • Create sensitivity and valuation analysis using various valuation methodologies
    • Supporting the investment team for the structuring and executing of transactions
    • Assist and coordinate legal, tax, technical, integrity and financial due diligence for investments of the Fund, working closely with external advisers/ consultants
    • Assist in the preparation of investment papers, presentations and other materials as required
    • Assist in reviewing legal documents such as Termsheets, Shareholders Agreements, Share Subscription Agreements etc or other fund documents.

iii.Asset Management

    • Analyse monthly, quarterly and annual performance of portfolio companies and portfolio funds and tracking them against the budgeted financial statements
    • Tracking financial performance including but not limited to accounting, financial & governance parameters as agreed with the portfolio companies and portfolio investments of the FoFs
    • Participate in asset management activities of the Neev Funds and FoF initiatives including analysis of MIS, assist and support senior team members in building organisational capability at the investee companies and various other initiatives taken up by the investment team
    • Tracking and reporting of the transactions in the Fund’s area of investments
    • Analyse M&A and fund raise opportunities (Equity, Debt, Structured Finance etc) at the portfolio companies across the Neev Funds.
    • Support senior members in evaluating exit opportunities for the Fund from its portfolio companies
    • Prepare and assist on monthly, quarterly, and annual reporting documents for internal and regulatory compliances

iv.Investment Manager/Institutional requirements

    • Preparing any marketing material/presentations for the Investment Manager/Parent Institutions
    • Cater to all reporting requirements of the Neev Funds, the FoF initiatives and other reporting requirements of the Investment Manager for all stakeholders involved

Key Requirements

Neev Funds team is a pro team and not a play of averages. Each team member, therefore, is expected to be a star in her/his own right. We are looking at onboarding only the top percentile of talent in the industry. We expect the team member to be:

1.Exceptionally sharp, intellectually curious, well read, and articulate
2. With higher order thinking and structuring skills
3. With top tier education and work experience
4. With the ability to collaborate and work in a team environment
5. Supremely hardworking and with an ability to multi-task
6. With positive outlook, humble and ambitious

i.Essential

    • Between 0-5 years’ experience; and
    • Create and update research papers on investment theme of the Neev Fund and those of the FoF investments
    • Top tier Master’s or Postgraduate in Management from a reputed institution or a Chartered Accountant
    • Advanced level skills in financial modelling
    • Self-motivated and ability to learn quickly
    • A passionate individual with keen interest in the investing space including in the impact and SME investment space
    • Strong communication and presentation skills
    • Manage priorities in multi-project workload

ii.Desirable

    • Ability to source industry and company specific information
    • Prior experience of working with SMEs
    • Understanding of different capital structures and instruments of equity investment

Prior buy-side or sell-side investment experience would be an added advantage

v.Investments and Transaction Execution

    • Source and analyse investment opportunities for investment by the Neev II – SME Fund as well as for FoF initiatives including identification of possible themes for FoF investments
    • Originating new investment ideas and themes for direct investments and FoF initiatives
    • Conducting thorough due diligence on the market, company, promoters and management of potential investee companies as well as for other funds management team for FoF initiatives
    • Developing and assisting analysts on creating a detailed financial model along with sensitivity analysis and IRR calculations
    • Responsible for the structuring, ideating and executing transactions
    • Lead the transaction along with other members of the investment team on various sectors
    • Conduct and coordinate legal, tax, technical and financial due diligence for investments of the Fund, working closely with external advisers/ consultants
    • Prepare investment papers, presentations and other materials as required
    • Review and negotiate legal documents such as Termsheets, Shareholders Agreements, Share Subscription Agreements etc.

vi. Asset Management

    • Continuous interaction with portfolio companies of the Neev Funds I&II and with portfolio funds
    • Participate and supervise in asset management activities of the Neev Funds including analysis of MIS, assist in building organisational capability at the investee companies, setup governance and operating structures for efficient functioning of the investee companies and investee funds through the FoF initiatives
    • Provide strategic inputs to investee companies and co-ordinate with larger eco-system for any cross-selling/ support
    • Analyse M&A and fund raise opportunities (Equity, Debt, Structured Finance etc) at the portfolio companies across the Neev Funds.
    • Constantly evaluate exit opportunities for the Fund from its portfolio companies
    • Be apprised of market trends and deal information along with current happening related to investments

vii.Other Responsibilities

    • Build relationships across stakeholders in the investing ecosystem
    • Review and update monthly, quarterly, and annual reports as a part of Investor reporting, internal reporting and regulatory compliance
    • Support senior team members with updates on sectors and regulatory changes
    • Cater to requirements of the Neev Funds, the FoF initiatives and other reporting requirements of the Investment Manager for all stakeholders involved
    • Mentoring and training analysts

Key Requirements

Neev Funds team is a pro team and not a play of averages. Each team member, therefore, is expected to be a star in her/his own right. We are looking at onboarding only the top percentile of talent in the industry. We expect the team member to be:

1.Exceptionally sharp, intellectually curious, well read, and articulate
7. Exceptionally sharp, intellectually curious, well read, and articulate
8. With higher order thinking and structuring skills
9. With top tier education and work experience
10. With the ability to collaborate and work in a team environment
11. Supremely hardworking and with an ability to multi-task

12. With positive outlook, humble and ambitious

iii.Essential

    • Between 5-10 years’ experience
    • Top-tier Master’s or Postgraduate in Management or a Chartered Accountant
    • Prior buy-side or sell-side investment experience in a top-tier firm
    • Advanced level skills in financial modelling
    • A passionate individual with keen interest in the investing space including in the impact and SME investment space
    • High degree of attention to detail
    • Exceptional interpersonal and teamwork skills

iv.Desirable

    • Should have significant exposure to different transaction structures to be able to formulate transaction structure that ensure good IRRs for the fund
    • Strong origination capabilities, good connect with Small and Medium sized businesses and proven ability to have worked with SME businesses
    • Comfortable with different capital structures and instruments of equity investment
    • Background in growth stage investments with SME companies which have scaled up

Prior buy-side or sell-side investment experience would be an added advantage

 

CONTACT US

Mrs. Preeti Patle
HR
A Wing, 12th Floor, Marathon Futurex,
Mafatlal Mills Compound, N.M.Joshi Marg
Lower Parel, Mumbai 400013, India

Tel: 022-69112800
Email: preeti.patle@sbicapventures.com