Stakeboat Capital - Manager - Portfolio Finance/Investor Relations

Stakeboat Capital is a private equity firm focused on buyouts and control / co-control investment opportunities, across small and medium enterprises (SMEs). We focus on the companies from the sectors such as healthcare, life sciences and pharma, specialized manufacturing and B2B technology/ business/ services.

Qualification: Chartered Accountant (CA)

Experience: Audit and/ or Financial Due Diligence professionals from Big 6 accounting firms (PwC, EY, Deloitte, KPMG, Grant Thornton and BDO).

Responsibilities:

A. Accounts Management

- Supervising and overseeing the book-keeping and tax aspects of all the entities of the Fund (Fund Management; and Fund Manager's entity and Fund's Investment banking entity) through external and internal teams

- Actively monitor Fund's financial performance and actions

- Coordination with Fund's valuation advisors in securing the periodic valuation reports of portfolio companies

- Tracking of Fund's investments including resultant exit MoIC, IRRs, etc.

B. Investor Relations

- Building a strong rapport with the investors

- Prepare investor capital calls, distributions, financial reports and capital statements

- Verification of all the capital contributions and distributions

- Finalization of the Fund's NAV

- Fund's quarterly and annual financial reporting to the investors and addressing their queries

- Provide all data and reports to both existing and potential Investors on a constant basis

- Co-ordination with both internal and external statutory authorities like SEBI, RBI, Bankers, Trustees, Auditors, Valuation firms, etc.

C. Portfolio Finance

- Review the financial performance of the portfolio companies.

- Build a strong rapport with portfolio companies and their leadership.

- Review annual financial budgets; monitor periodic financial performance of the portfolio companies (MIS and Quarterly decks), analysing variations in the performances and discussing the reasons with the senior management.

- Work with the portfolio companies towards identifying growth opportunities as well as possible cost rationalization initiatives.

- Strengthens operational efficiencies including Working Capital.

- Regularly interactions with Statutory auditor and Internal auditor of portfolio companies including defining / recommending scope of audit engagements.

- Regularly monitoring of internal controls procedures and recommend corrective actions, as required.

- Ensure compliance with all applicable laws, state and local regulatory laws and rules from a financial and regulatory perspective.

- Ensure compliance with investment strategy, covenants, environmental and social safeguard requirements, and recommend corrective actions.

A good candidate will gain exposure to work with the investment team on the following workstreams:

- Building/ updating financial models and associated valuation analysis.

- Conduct industry and market research and benchmark the performance with the industry/ peers.

- Defining an efficient process to evaluate the Key Performance Indicators (KPIs), growth and other relevant operating metrics.

- Recommendations to facilitate investment/ divestment decisions.

Personal Attributes

- Individual contributor

- Excellent oral and written communication skills, including a demonstrated ability to communicate ideas clearly and confidently with good presentation skills in one-on-one settings or to larger groups.

- Proactive self-starter, with proven ability to initiate. Sound business judgment, problem-solving and commercial instincts.

- Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines.

- Strong interpersonal skills and ability to work effectively with diverse teams at all levels.

Sectors: Sector agnostic candidate however the focus of Fund will largely be on the following sectors (i) Manufacturing, (ii) B2B Technology, (iii) Healthcare, Pharma and Life Sciences

Job Location: Whitefield, Bangalore.

PS: This is a work from office opportunity