Portfolio Manager

Key duties and responsibilities

Portfolio Monitoring and Value Creation

• Lead management and monitoring of portfolio companies, maintaining close engagement with founders and management teams
• Track financial and operational performance of portfolio companies against budgets, KPIs, and value creation plans; flag risks and opportunities proactively
• Represent the Fund on portfolio company boards or board observer seats, as applicable, and contribute meaningfully to strategic decision-making
• Lead preparation of periodic portfolio review materials, board decks, and performance updates for internal and external stakeholders
• Identify, plan, and execute exit strategies for portfolio companies

Transaction Execution

• Independently lead newinvestment transactions from screening through closing
• Lead preparation of investmentmemoranda and present recommendations to the Investment Committee
• Lead negotiation of transaction terms, definitive agreements, and structuring in coordination with legal counsel
• Where relevant, support origination and sourcing of proprietary deal opportunities

Fundraising and Investor Relations

• Support the Fund's fundraising efforts, including participating in investor meetings and calls as needed, representing the Fund's portfolio performance and strategy

Other Responsibilities

• Mentor and guide junior team members on transaction and portfolio work.
• Contribute to internal knowledge-building on sector trends, sustainability themes, and regional market dynamics
• Ensure adherence to the Fund's ESG/sustainability framework across both new investments and portfolio management activities

Education qualification

• Bachelor’s degree in finance, accounting, economics, business or a related discipline.
• A professional qualification such as CFA or CAIA, or a postgraduate degree, is an advantage.
  

Technical competencies

• 8–10 years of relevant experience in private equity, growth equity, investment banking, or a closely related field, with a demonstrable track record in the mid-market segment
• Prior experience in portfolio management/value creation roles is highly desirable; experience with post-investment operational or strategic involvement in portfolio companies will be a strong advantage
• Demonstrated ability to independently execute transactions end-to-end, including diligence, structuring, negotiation, and closing
• Prior exposure to exits(strategic sale, secondary sale, IPO, etc.) is preferred
• Experience in or exposure to sustainability-linked investing, ESG integration, or impact investing is a strong plus
• Prior experience across India and/or Southeast Asia markets preferred; understanding of the mid-market ecosystem in these geographies is important
• Experience supporting fundraising or investor relations activities is a plus, though not mandatory
• Experience with applying AI-enabled tools effectively to support research, analysis and information synthesis preferred