Senior Manager – Portfolio Analysis & Exits

MANDATORY REQUIREMENTS
• 5-6 years of experience in Transaction Structuring & Advisory, M&A/Corporate acquisitions.
• Strong financial modelling skills - exit return analysis, valuation benchmarking, transaction structuring and scenario modelling.
• Should be able to assess portfolio company financials and performance data, draw clear inferences on business health and trajectory.

ABOUT THE CLIENT
Our client is one of India's leading early-stage venture capital and startup investment platforms. Founded in 2016, it focuses on investing in and mentoring startups from the pre-seed stage through Series B. The firm has evolved from an angel investment network into a multi-stage VC platform serving both founders and investors.

JOB ROLES & RESPONSIBILITIES
• Source and qualify exit pathways for portfolio companies which could include - secondary buyers (VCs, PEs, IBs), strategic acquirers, and structured liquidity events.
• Drive negotiations with founders, acquirers, and investment bankers to maximise exit valuation and minimise discount.
• Build and run exit return models (IRR, MOIC, scenario analysis), structure transaction economics across multiple scenarios, and prepare clear recommendations on whether to proceed, defer, or negotiate for better terms – this could include detailed financial structuring work in Excel.
• Lead investor communication - prepare exit rationale materials, manage expectations, and obtain required consents from syndicated investors and AIF LPs Drive the full legal workstream - SPAs, secondary Transfer Agreements, NOCs, working alongside external counsel to close cleanly.

QUALIFICATION & EXPERIENCE
• CA / CFA + LLB
• Deep familiarity with exit-related transaction documentation - SPAs, SHA amendments, and Secondary Transfer Agreements; with the ability to take full ownership of these documents and drive them to closure independently.
• This role operates in a fast-moving, deadline-driven environment which would require the ability to manage multiple live transactions simultaneously and stay organised under time constraints.

OTHER DETAILS
Reporting To: Group Financial Controller
Industry Target: PE/VC
Work Model Arrangement: Onsite