Portfolio Associate

2070 Health; Mumbai; Presencial; INR 1.500.000 - 2.500.000; Jornada completa

Descripción de la vacante

2070 Health in Mumbai is seeking a Portfolio & Strategy Associate to oversee the venture studio's portfolio, monitor performance, and prepare investor updates. You will work closely with founders and leaders to drive value creation and strategic execution across portfolio companies.

The role requires 3–5 years in investment banking or VC, strong financial modelling, due diligence, and excellent communication.

Formación

• 3-5 years of relevant experience in investment banking or venture capital.
• Strong financial modelling, valuation, and performance analysis skills.

Responsabilidades

• Portfolio oversight and monitoring across portfolio companies.
• Prepare board materials, dashboards, and quarterly reviews for investors.
• Maintain valuation models and assess each company's financial health and growth trajectory.
• Engage with founders and management teams to build trusted relationships.
• Partner with founders on strategic priorities, GTM, unit economics, and growth.
• Lead fundraising rounds and manage due diligence with investors.
• Support exits and M&A activities and deal execution.

Conocimientos

Financial modelling

Valuation

Due diligence

Portfolio management

Communication

Descripción del empleo

2070 Health is India's first Venture Studio building patient-centric healthcare companies from scratch by bringing together futuristic ideas, exceptional founders, and a powerful innovation platform. Distinct from the venture capital and accelerator approach, our venture studio will be closely involved in idea generation, day‑to‑day operations, and strategic decisions of growing the new business. At the Studio, we're a team of 40+ team members and Founders/EIRs who are deeply passionate about solving largescale and challenging healthcare delivery problems in India.

2070 Health has raised $30 million from W Health Ventures, a Boston-based venture capital firm focused on helping build the future of healthcare delivery. Founded by serial technology entrepreneur, investor, and philanthropist Sunil Wadhwani, W Health invests in and incubates early‑stage companies that address critical unmet healthcare needs leveraging technology and AI.

Responsibilities

Portfolio oversight and monitoring

• Performance monitoring: Set and run the cadence of management reporting and performance reviews across portfolio companies, tracking KPIs, financials, and key operating metrics against plan
• Reporting: Prepare board materials, portfolio dashboards, and quarterly reviews for the investment committee and limited partners, surfacing risks and opportunities early
• Valuation: Maintain valuation models and assess each company's financial health and growth trajectory against the original investment thesis
• Stakeholder engagement: Serve as a day‑to‑day point of contact for portfolio companies, building trusted relationships with founders and management teams

Strategic & operational value creation

• Operational value addition: Partner with founders on strategic and operational priorities, including go‑to‑market, unit economics, pricing, and growth, to drive measurable improvement within portfolio companies
• Fundraising: Lead follow‑on funding rounds for portfolio companies, preparing investor materials and financial models and managing the diligence process with prospective investors
• Exits and M&A: Evaluate strategic options, identify and engage prospective acquirers or buyers, and support deal structuring and execution through to close
• Strategic support: Assist founders on senior hiring, capital allocation, and other critical decisions across the portfolio

Governance and portfolio process

• Define strategic and operational KPIs with portfolio companies and embed a disciplined review cadence to track delivery against them
• Support board preparation, investor updates, and governance processes for portfolio companies
• Develop repeatable playbooks and best practices for portfolio monitoring, value creation, and exits across the fund

Requirements

• You have 3-5 years of relevant experience in investment banking or venture capital, ideally with exposure to fundraising, M&A, or portfolio management
• You have strong financial modelling and analytical skills, with proficiency in valuation, due diligence, and performance analysis
• You have strong communication skills (we will be speaking with senior leaders, founders, bankers & investors)
• You are comfortable with ambiguity, work by first principles, and have exceptional problem-solving skills
• You have a self‑driven, can‑do attitude and willing to take initiative & iterate
• You have knowledge or interest in healthcare (preferred, but not required)
• You have comfort working with cross‑functional teams
• You understand how a startup works and have a fail fast mentality

Benefits

• You will get the opportunity to build a deep fundamental expertise across various business functions
• You will have strong ownership of and stake in all critical decisions across ventures
• You will network with key leaders in the healthcare ecosystem
• More importantly, you will have the opportunity to drive better healthcare outcomes and make a lasting impact