Investor Relations – Fund Management

Welspun One Pvt. Ltd.; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading investment firm in Mumbai is seeking a professional to evaluate investment opportunities and manage fund performance. This role involves building financial models, preparing investor reports, and ensuring regulatory compliance. The ideal candidate will have experience in market research and strategic decision-making in finance. Strong analytical skills and the ability to communicate effectively with investors are essential for success in this position. The company offers a dynamic work environment and opportunities for growth.

Responsibilities

• Evaluate investment opportunities including acquisitions, developments, and structured deals.
• Build and maintain financial models to assess IRR, ROI, cash flows, and sensitivity scenarios.
• Support deal structuring and execution in line with fund strategy.
• Track and analyze fund and asset-level performance against underwriting assumptions.
• Monitor returns (IRR, MOIC), cash flows, and capital deployment.
• Identify value creation opportunities and risks within the portfolio.
• Work closely with asset management teams to optimize performance.
• Prepare investor reports, presentations, and updates (quarterly/annual).
• Manage ongoing investor communication and queries.
• Support AGMs, investor meetings, and fundraising roadshows.
• Ensure high standards of transparency and reporting accuracy.
• Assist in fundraising efforts, including preparation of pitch decks, IMs, and data rooms.
• Support engagement with institutional investors, family offices, and HNIs.
• Maintain investor pipelines and track commitments.
• Assist in adherence to fund structures, regulatory requirements, and internal policies.
• Coordinate with legal, compliance, and auditors for fund-related matters.
• Maintain robust documentation and audit trails.
• Conduct market research and benchmarking to support investment strategy.
• Analyze macroeconomic trends, sector performance, and risk factors.
• Support strategic decision-making on capital allocation and exits.

Job description

• Evaluate investment opportunities including acquisitions, developments, and structured deals.
• Build and maintain financial models to assess IRR, ROI, cash flows, and sensitivity scenarios.
• Support deal structuring and execution in line with fund strategy.

Fund Performance & Portfolio Management

• Track and analyze fund and asset-level performance against underwriting assumptions.
• Monitor returns (IRR, MOIC), cash flows, and capital deployment
• Identify value creation opportunities and risks within the portfolio.
• Work closely with asset management teams to optimize performance.

Investor Relations & Reporting

• Prepare investor reports, presentations, and updates (quarterly/annual)
• Manage ongoing investor communication and queries
• Support AGMs, investor meetings, and fundraising roadshows
• Ensure high standards of transparency and reporting accuracy
• Assist in fundraising efforts, including preparation of pitch decks, IMs, and data rooms.
• Support engagement with institutional investors, family offices, and HNIs
• Maintain investor pipelines and track commitments.

Governance & Compliance

• Assist in adherence to fund structures, regulatory requirements, and internal policies.
• Coordinate with legal, compliance, and auditors for fund-related matters
• Maintain robust documentation and audit trails

Financial Analysis & Strategy

• Conduct market research and benchmarking to support investment strategy.
• Analyze macroeconomic trends, sector performance, and risk factors.
• Support strategic decision-making on capital allocation and exits.