TVS Capital Funds - Analyst - Investment Operations

KPIs:

1. Strategy

- Leverage data and deriving insights to narrow down on investment themes proactively.

- Collaboration with data providers, publishing reports, creating brand image in focus sectors

- Structuring/Standarising Themes/topics for Investment themes

2. Investments

- Proactive Origination : Management of data and sources, creation of dashboards for reviews, managing flow of companies across stages

- Reactive Origination: Managing banker contacts and allocation. Helping with regular reviews of opportunities received through bankers and ensuring revert to bankers within agreed TAT.

3. Research

- Management and Integration of Data Sources

- Management of Research related information. Sharing reading packs with the team

- Constantly updating available research information, updating subscriptions and getting connects

- Market Research Checklist

i. Checklist on the research process

ii. Due diligence checklist

iii. Information/Glossary of various metrics to look for

4. Operations: Data management and organisation across platforms used by the team.

5. Portfolio

- Dashboard

i. Preparation of dashboard for portfolio companies

- Governance (Monthly, Quarterly)