Portfolio Associate

2070Health; Mumbai; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

2070 Health is seeking a Portfolio Oversight professional to manage performance reviews, KPI tracking, and governance across the studio’s portfolio companies. You will partner with founders and management teams to surface risks, opportunities, and value creation paths.

You will lead fundraising efforts, prepare investor materials and models, drive strategic initiatives from go-to-market to unit economics, and coordinate with senior leaders, bankers, and investors to advance portfolio growth.

Qualifications

• 3–5 years of relevant experience in investment banking or venture capital.
• Strong financial modelling and analytical skills, with proficiency in valuation, due diligence, and performance analysis.
• Strong communication skills with senior leaders, founders, bankers, and investors.
• Comfort with ambiguity, first principles thinking, and problem-solving.
• Self-driven attitude and willingness to take initiative.
• Knowledge or interest in healthcare preferred but not required.
• Comfort working with cross-functional teams.
• Understanding of how a startup works and a fail-fast mentality.

Responsibilities

• Portfolio oversight and monitoring: cadence of management reporting, KPI tracking, and governance across portfolio companies.
• Strategic & operational value creation: support go-to-market, unit economics, pricing, and growth; lead follow-on funding rounds; support exits and deal structuring.
• Governance and portfolio process: define portfolio KPIs, prepare board materials, governance processes, and develop playbooks.

Skills

Financial Modelling

Analytical Skills

Communication Skills

Problem Solving

Startup Experience

Ambiguity Tolerance

Job description

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:Maintainvaluation 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, buildingtrusted 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,identifyand engage prospective acquirers or buyers, and support deal structuring and execution through to close
• Strategic support: Assistfounders 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

You should apply if:

• You have3–5 years of relevantexperience in investment banking or venture capital, ideally with exposure to fundraising, M&A, or portfolio management
• You have strong financial modelling and analytical skills, withproficiencyin valuation, due diligence, and performance analysis
• You havestrong communicationskills (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 inhealthcare(preferred, but nostresquired)
• You have comfort working with cross-functional teams
• You understand how a startup works and have afailfast mentality

• 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