JOB PROFILE

Job Title

Executive

Location

Mumbai

Position

Full time

Experience

One To two Years

Vertical

Portfolio Management

Reporting to

Manager

CTC

To be discussed


Portfolio Management:

- Periodic reports and data collection

- Organizing Quarterly calls and meetings

Record Management:

- Maintaining adequate records post hand-over of deal documents (SSHA, CP completion, remittance details, board and shareholder resolutions, share certificates) from deal management team

MIS:

- Maintain the portfolio MIS

Transaction management – subsequent rounds and exits:

- Assist in Review and finalization of documentation with deal lead and lawyers, including review of key terms, cap tables etc

- Sign off of investors on documents

- Managing the signing and remittance process and following up with the help of the admin team

- Following up with the company and founders for the relevant filings etc to ensure issue of shares

- Record keeping of deal documents (SSHA, CP completion, remittance details, board and shareholder resolutions, share certificates)

- This is done for (a) subsequent tranches, (b) subsequent rounds, and (c) exits

Skills and aptitude:

- Ability to operate in an unstructured environment

- Exposure to working in a start-up environment is a strong plus

- Experience in negotiating investments, valuations and investment terms

- Entrepreneurial aptitude – with high ability to multi-task across assignments

- Ability to work with several different stakeholders

- Strong communication skills and stakeholder centric mindset

Education:

- Degree in finance or business management

To submit your resume you can mail at avril@mumbaiangels.com