Investment Associate - CA

Position Name - Investment Associate

Location - Gandhinagar

Experience Range - 3 years

Qualification: CA

Mandatory Requirement:

- Minimum of 5 years of experience in financial services, with a strong background in portfolio management and investment analysis.

- The role will be supporting the investment decisions, risk management, and compliance of the investing entity.

- Proven experience in assessing new opportunities in fund management while effectively managing existing portfolios.

About the client - The company is an investment firm that focuses on the healthcare, consumer, and education sectors. The firm partners with businesses that are well-positioned for transformational growth and aims to build businesses while enhancing lives. They are operationally oriented and work closely with their portfolio companies to drive significant impact and value creation- .

Job Roles and Responsibilities:

- Serve as the fund's representative in structured engagements with regulators and investors.

- Engage proactively with policymakers to contribute to GIFT City's regulatory framework.

- Maintain comprehensive documentation for all GIFT City activities.

- Coordinate effectively with trustees, custodians, bankers, and regulators for approvals and transactions.

- Assist with reviewing quarterly and annual financials and statements prepared by the Back-office team.

- Optimize fund structure to industry benchmarks.

- Demonstrate proficiency in fund administration and management.

- Provide critical support to the investment team based in Mumbai, overseeing end-to-end fundraising and deal sourcing.

Skills and Competencies:

- Minimum 3 year's experience in BFSI

- Proven experience in a leadership role, preferably in a regulated environment.

- Strong understanding of financial markets, regulatory frameworks, and compliance requirements.

- Excellent communication, interpersonal, and negotiation skills.

- Ability to think strategically and make decisions that align with organizational goals.