Investment Analyst Private Equity

Dvara Holdings; Chennai District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Dvara Holdings seeks a qualified CA for a senior financial modelling and investment analysis role in Chennai. The position focuses on developing financial models for opportunities, coordinating reports, and driving transaction support and portfolio management.

You will analyze trends, prepare budgets, and present investment recommendations to executives and investors. The role emphasizes regulatory compliance, tax-efficient structures, and close collaboration with the executive team to identify

Qualifications

• Qualified CA is required.
• Proven experience in financial modelling and investment analysis.
• Experience in budgeting, reporting, and risk assessment.

Responsibilities

• Develop financial models for investment opportunities and benchmarking.
• Coordinate and review financial reports with accuracy.
• Analyze results, identify trends, and provide optimization recommendations.
• Prepare budgets for the group (Annual Operating/Budget).
• Collaborate with stakeholders to execute transactions.
• Ensure tax-efficient and legally sound investment structures.
• Manage investment portfolio, monitor performance, and create management reports.
• Prepare investor reports and present to senior management.
• Identify investment opportunities, conduct industry research, and perform due diligence.
• Coordinate with external orgs for financial data and regulatory compliance.

Skills

Financial modelling

Investment analysis

Budgeting

Stakeholder management

Regulatory compliance

Risk assessment

Diligence

Education

CA qualification

Tools

Excel

PowerPoint

Job description

If you are Qualified CA only please apply

Financial Modelling & Analysis

• Develop financial models for investment opportunities, including projected financial statements, valuation models, sensitivity analysis, unit economics, and benchmarking.
• Coordinate, prepare, and review financial reports, ensuring accuracy and performing financial analysis.
• Analyze results, identify trends, and provide recommendations for optimization.
• Prepare and coordinate the development of budgets (Annual Operating Plans/ Business Plans) for the Group

Transaction Support and Advisory

• Work closely with stakeholders to execute transactions.
• Ensure tax-efficient and legally sound investment structures aligned with the company's strategy.
• Negotiate terms of investment opportunities with the Executive team

Portfolio Management

• Assist in managing the company's investment portfolio, monitoring performance, and creating management reports.
• Identify and assess potential risks, developing risk mitigation strategies.
• Prepare investment materials, including memos and pitch decks, for presentation to management and investors.

Investor Relations and Reporting

• Prepare reports for investors, including financial statements and performance updates.
• Deliver presentations to senior management and investors, communicating financial analysis and investment recommendations.

Investment Strategy Development

• Work with the Executive team to identify investment opportunities and develop strategies.
• Conduct research on industry trends, competitive landscape, and emerging technologies.
• Identify and research potential investment opportunities, build relationships with stakeholders, and participate in deal sourcing efforts.
• Conduct thorough diligence on potential investments, including financial and legal analysis.

Stakeholder Management, Compliance and Regulations

• Coordinate and collaborate with external organizations for financial data and analysis.
• Ensure compliance with regulatory requirements and monitor changes in regulations impacting investment strategies.Role & responsibilities.