Portfolio Management Analyst
Accounting & Finance · Full-time
Bengaluru, Karnataka, India
About the Role
The Portfolio Management (PMF) Team plays a critical role in supporting and managing the firm’s portfolio companies across four key areas: Due Diligence, Monitoring & Management, Debt & Treasury Facilitation, and Financial Team Structuring.
As a Portfolio Management Analyst, you will take ownership of monitoring a portfolio of 20+ companies, working closely with portfolio company management teams and senior members of the PMF team. The role offers hands-on exposure to financial analysis, business performance, compliance, taxation, debt, treasury, and strategic finance.
This is a high-ownership role suited for individuals who enjoy working across multiple businesses, are comfortable with financial data, and want to develop a strong understanding of how high-growth companies are managed from a finance and portfolio perspective.
Key Responsibilities
1. Portfolio Monitoring & Management
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Take end-to-end ownership of monitoring 20+ portfolio companies, working closely with your Manager and PMF Lead.
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Review monthly MIS, financial statements, cash flows, debt, working capital, and key operating metrics.
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Identify business headwinds, tailwinds, risks, and opportunities through regular financial and operational analysis.
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Work with founders and finance teams to understand key business developments and support resolution of identified issues.
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Track key action items, financial performance, budgets, and business plans across portfolio companies.
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Support value-creation initiatives and other strategic interventions across the portfolio.
2. Due Diligence
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Support financial, tax, and forensic due diligence for new and existing investments.
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Work with external diligence partners to review financial data, identify key risks, and track open
diligence items.
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Analyse financial statements, MIS, tax filings, working capital, debt, and other relevant business
information.
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Assist in preparing diligence summaries and investment committee materials.
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3. Debt & Treasury Facilitation
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Support portfolio companies in evaluating and arranging OD, WCDL, term loans, invoice discounting, and other financing facilities.
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Analyse borrowing requirements, debt structures, interest costs, repayment schedules, and working capital requirements.
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Support cash and treasury management, including evaluation of liquid funds, fixed deposits, and other short-term deployment options.
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• Coordinate with banks, lenders, and portfolio company finance teams on financing and treasury requirements.
4. Finance Team Structuring
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Support portfolio companies in building and scaling their finance functions, including transitioning from lean finance setups to outsourced accounting and eventually in-house finance teams.
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Help assess finance team requirements across accounting, FP&A, controllership, taxation, treasury, and compliance.
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Participate in finance leadership and role interviews for portfolio companies.
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Work with founders to define finance team structures, roles, and hiring requirements.
What We’re Looking For
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CA / MBA (Finance) preferred.
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Candidates with strong finance, accounting, investment banking, transaction advisory,
consulting, or portfolio management experience are encouraged to apply.
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Candidates with experience in a founder’s office / operating role at a startup may also be
considered.
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Strong financial analysis and problem-solving skills.
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Comfortable working with large datasets and financial statements.
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Ability to independently manage multiple companies and workstreams simultaneously.
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Strong communication skills and ability to work directly with founders and senior management.
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High ownership, attention to detail, and willingness to work in a fast-paced environment.
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Strong proficiency in Excel / Google Sheets; familiarity with financial modelling is preferred.
Role Expectations
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You will be the primary PMF point of contact for a portfolio of 20+ companies.
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You will be responsible for ongoing portfolio monitoring and analysis for these companies.
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You will work closely with your Manager and PMF Lead on portfolio management, diligence,
value creation, and strategic initiatives.
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The role requires significant independent ownership, while providing regular updates and
escalating key issues to senior team members.
