Portfolio Manager

Portfolio Manager

Location : Mumbai, India

Type : Full-time

Industry : Venture Capital / Private Equity / Startups

Relevant Experience : 4+ years

Key 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 streamlining 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 is related to exit from the business and aware about the processes like Exit, Shutdown process and related compliance obligations and create the transparency in the system.

Qualifications & Skills

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

Strong financial modeling and business analysis capabilities.

Good knowledge related to SEBI, GIFT norms with respect to CAT1 Angle fund

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

Prior exposure to Indian startup ecosystem – VC, wealth advisory and financial services firm is highly preferred.

CA, CFA.

What We Offer

Opportunity to work at the forefront of India's venture ecosystem.

Direct exposure to innovative startups and strategic decision-making.

A collaborative and meritocratic work culture.

Competitive compensation with potential for carry / incentive structure.