Private Equity Investment Lead

Job Description : DVP / VP - Private Market Investments

Company : leading full service broking firm(insti, wealth, retail, merchant banking )

Location : Mumbai

Experience : 6 - 10 Years

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Role Summary

We are looking for a DVP / VP to lead private market investment advisory for High-Net-Worth Individuals (HNIs) and family offices. This role focuses on sourcing, evaluating, and advising clients on pre-IPO and early-stage venture capital opportunities. The ideal candidate will have a deep understanding of private equity and venture capital, a strong network in the startup ecosystem, and a proven track record of facilitating private market deals.

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Key Responsibilities

• Deal Sourcing and Evaluation : Identify and source high-potential pre-IPO and early-stage investment opportunities for clients.
• Client Advisory : Advise HNIs and family offices on private market deals, including conducting due diligence on startups' financial health, market position, and growth potential.
• Deal Facilitation : Manage the end-to-end deal process for pre-IPO placements and secondary transactions with ultra-high-net-worth (UHNI) investors. This includes preparing legal documents and negotiating terms.
• Startup Advisory : Advise startups on capital raising and funding strategies through HNIs, family offices, and micro-VCs.
• Market Analysis : Stay informed on market trends, competitive landscapes, and regulatory changes to guide investment strategies.
• Relationship Management : Build and maintain strong relationships with founders, VCs, family offices, and HNIs.
• Portfolio Management : Help clients integrate private market investments into their overall wealth plan for a balanced and diversified portfolio.

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Qualifications