Senior Analyst - Strategy & Investments - BFS

Analyst - Strategy & Investments

About Aarii Ventures:

Aarii ventures stands as a distinguished Investment Office of the Kothari Family, strategically positioned with exposure to private enterprises encompassing startups, pre-IPO companies, and publicly listed enterprises through direct investments as well as through Portfolio Management Services (PMS). Our diversified approach also extends through various other avenues, including Private Equity Funds and Venture Capital Funds, with a unique role as a Limited Partner (LP). Operating seamlessly across the dynamic markets of India and the UAE, we epitomize professionalism in sculpting and navigating diverse investment landscapes.

Aarii ventures efficiently oversees the proprietary capital of the esteemed Kothari family owners of the RSBL and Augmont Group-leaders in India's bullion industry, boasting a turnover surpassing ~$3 billion.

Leveraging extensive networks within the entrepreneurial ecosystem, Aarii ventures excels in investing across a diverse spectrum of asset classes with precision and expertise.

Job Description:

We are seeking a talented and motivated individual to join our team as a Strategy and Investments Analyst. As an Analyst, you will be responsible for conducting financial research and analysis to provide valuable insights into prospective investment opportunities and also help the top level management of Portfolio Companies in ongoing business projects and strategies.

- In this role, you will work closely with senior management to evaluate the performance and sustainability of investment options, identify new opportunities, and contribute to the development and execution of strategic plans. Your expertise will also be critical in supporting our portfolio management strategy.

- As part of this role, you will have the opportunity to collaborate closely with top management and third-party stakeholders. The position will provide valuable exposure not only into Private Company investment ranging from Startup to Pre-IPO Companies, but also opportunities to interact with Fund Mangers of Various Listed Funds and PMS.

- The successful candidate will possess exceptional analytical skills, strong attention to detail, and the ability to communicate complex financial concepts in a clear and concise manner. This is an exciting opportunity for a driven individual to make a meaningful contribution to a dynamic and growing organization.

Responsibilities:

- Evaluate economic and market trends, financial statements, earnings prospects, and other indicators to determine suitable investment strategies.

- Assess multiple startups and analyze past investment decisions to generate key takeaways.

- Produce complex financial models for integration into the decision-making process.

- Conduct meetings with management, startup founders, and other third parties to gain a deeper understanding of investment opportunities and provide recommendations.

- Create intensive research-based reports and presentations for other team members and stakeholders.

- Recommend new methods, systems, procedures, or organizational changes to improve the investment process.

- Evaluate short-term and long-term projects addressing a range of issues and needs to determine their viability and potential impact on the investment strategy.

- Present recommendations through in-person presentations.

- Handle fund flows and keep a track of current and past investments.

- Work closely with lawyers, accountants to make sure compliance of AIF and Trust.

- Possess strong analytical skills and the ability to communicate complex financial concepts effectively.

Requirements:

- Bachelor's degree in finance, management, investment banking, or accounting from a reputable institution along with CA, CFA or CS Degree.

- Strong mathematical and numerical skills to conduct financial analysis and modeling.

- Proficiency in data collection and analysis to provide valuable insights for investment decisions.

- Excellent research and writing skills to produce complex financial reports and presentations.

- Confident presentation abilities to communicate findings and recommendations to stakeholders.

- Thorough understanding of financial statements and investment strategies to evaluate investment opportunities.

- Prior knowledge of assisting a company with merger and acquisitions and joint ventures would be an added advantage.

- Ability to understand legal agreements.

- Ability to work collaboratively with other team members and stakeholders to achieve investment goals.