Portfolio Finance Manager

About Company

Company is a leading venture capital firm with a strong track record of backing high-growth, technology-driven companies across India and Southeast Asia. The firm focuses on early to growth-stage investments and has supported several category-defining businesses across sectors including technology, consumer, fintech, SaaS, healthcare, and deep tech.

Job Description

About the Role
We are looking for a Portfolio Finance Manager to support investment decisions by evaluating financial, operational, and commercial aspects of potential portfolio companies. The role offers the opportunity to work closely with the investment team in assessing high-growth businesses across multiple sectors.

Key Responsibilities
 Conduct Financial Due Diligence (FDD) for investment opportunities.
 Review historical financial statements and assess the quality of earnings, working capital, cash flows, and debt position.
 Identify key financial risks, red flags, and value creation opportunities.
 Analyze revenue trends, profitability, margins, and financial performance.
 Prepare due diligence reports and present key findings to the investment team.
 Work closely with founders, management teams, auditors, tax advisors, and legal consultants during transaction execution.
 Support deal execution through financial analysis and data validation.
 Assist in post-investment monitoring and review of portfolio companies where required.

Preferred Candidate Profile
 Chartered Accountant (CA) with 3–5 years of post-qualification experience.
 Prior experience in Financial Due Diligence (FDD), Transaction Advisory Services (TAS), or Forensic Due Diligence.
 Candidates from Big 4 or reputed Mid-sized CA Firms will be preferred.
 Strong understanding of financial statements, accounting standards, and valuation concepts.
 Excellent analytical, report-writing, and stakeholder management skills.

Mandatory Requirement

Primary Job Profile : Financial Due Diligence (FDD/ TAS)

Technical Skills : Due diligence, Financial statement analysis, Risk assessment

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