Job Summary:

Title: Senior Analyst/ Associate/ Senior Associate – Private Equity (PE) / Venture Capital (VC)

Location: Mumbai (Sion); Work mode: Work from the office (no WFH or hybrid)

Job Summary:

AGR has secured the exclusive mandate to set up and manage a Global Capability Centre (GCC) in India for our client Merak Capital (https://merak.capital). The role will be a part of this GCC. Merak Capital is a technology investment firm licensed by the Capital Market Authority of Saudi Arabia and based in Riyadh. It manages Venture Capital and Private Equity funds, with investments from across the region in various technology verticals such as FinTech, Logistics, E-Commerce, and others.

Candidates will qualify for a Senior Analyst or Associate or Senior Associate position and assigned to the PE or VC team, depending on their years of experience, relevance and quality of experience, and performance during the interview process. In addition to individual contributor responsibilities as outlined below, the Senior Associate position may have additional responsibility of oversight/ management of junior team members (Analysts, Senior Analysts and Associates).

Key responsibilities could include:

1. Investment Analysis and Due Diligence:
   • Conduct thorough financial analysis, including detailed financial modelling, valuation, and scenario analysis.
   • Assist in the preparation of investment memos and presentations for the investment committee.
   • Perform due diligence on potential investment opportunities, including market research, industry analysis, and competitive landscape assessments.
     
2. Portfolio Management, Value Creation and Strategic Support:
   • Monitor the performance of portfolio companies, including tracking financial and operational metrics. Conduct regular financial analysis, including forecasting, budgeting, and valuation updates, to assess the health and progress of portfolio companies.
   • Work with portfolio company management teams to develop and implement value creation strategies.
   • Support portfolio companies in treasury functions management, including preparing financial models, investor presentations, and due diligence materials.
   • Assist in preparing reports and updates for internal and external stakeholders on the status of portfolio companies.
   • Conduct market research to identify trends, risks, and opportunities in target industries.
   • Identify potential risks and opportunities within the portfolio and make strategic recommendations to address them.
     
3. Reporting and Documentation:
   • Prepare regular reports on portfolio performance, including financial analysis and strategic insights.
   • Maintain detailed records and documentation of all investment activities, including due diligence materials, and financial models.
   • Create fund performance ratios and keep track of quarterly performance reports based on the portfolio performance.
     
4. Exit Planning and Execution:
   • Assist in the development and execution of exit strategies for portfolio companies, including mergers, acquisitions, and public offerings.
   • Work with external advisors, legal teams, and investment banks to facilitate successful exits and maximize returns for the firm.
   • Analyse potential exit scenarios and provide recommendations on timing and approach.
     
5. Risk Management:
   • Monitor and assess risks associated with portfolio companies, including market, financial, and operational risks.
   • Develop and implement risk mitigation strategies in collaboration with portfolio company management teams.
   • Ensure compliance with legal, regulatory, and governance standards across the portfolio.

Qualifications:

• Education: Bachelor’s degree in finance, Economics, Business Administration, or a related field. An MBA or advanced degree, CFA or CA designation is preferred.
  
• Experience:
  • 3-7 years of experience in private equity, investment banking, consulting, or a related field, with an in-depth understanding of PE and/ or VC investing.
  • Strong exposure to the technology sector, specifically tech-enabled businesses.

• Skills:
  • Deep understanding of the PE/ VC landscape.
  • Strong financial modelling and valuation skills.
  • Excellent analytical and problem-solving abilities.
  • High proficiency in Excel, PowerPoint, financial databases and CRM tools.
  • Strong communication and presentation skills.
  • Ability to manage multiple tasks and priorities under tight deadlines.
  • Ability to develop and implement strategies that drive growth and value creation for portfolio companies.
  • Ability to identify challenges and develop effective solutions to enhance portfolio company performance.

• Personal Attributes:
  • Self-motivated with a strong work ethic.
  • Detail-oriented and highly organized.
  • Strong interpersonal skills with the ability to build relationships with internal and external stakeholders.