Portfolio Manager (Venture Capital & Private Equity)

Job Title: Portfolio Manager (Venture Capital & Private Equity)

Location: Mumbai (BKC)

Experience: 6+ Years (including 4+ years in Big-6 Financial Due Diligence) Qualification: Chartered Accountant (CA)

About the Firm

Our client is a premier institutional-grade investment firm specializing in early-stage venture capital and private equity. With a rapidly expanding portfolio of high-growth companies, the firm focuses on nurturing transformational ventures across the Indian startup ecosystem.

The Role

We are seeking a high-caliber Portfolio Manager to serve as the financial steward for our early-stage Venture Capital investments. This "player-coach" role acts as a critical bridge between founders and investors, ensuring disciplined financial oversight, transparent reporting, and strategic value creation.

Key Responsibilities

• Financial Stewardship: Own monthly and quarterly financial reporting for 8-10 portfolio companies; deliver consolidated dashboards and investor-ready packs.
• Cash Runway Management: Monitor burn rates and working capital; provide proactive alerts and recommended corrective actions when runway falls below 12 months.
• Governance & Compliance: Review internal controls and oversee external audits, statutory filings, and tax compliance to ensure companies are "DD-ready" for future rounds.
• Strategic Finance Partnering: Act as a finance partner to founders, implementing budgeting processes and mentoring finance leads.
• Investment Support: Support the investment team with financial models, valuation frameworks, and scenario analysis for follow-on decisions and exit planning.
• Stakeholder Engagement: Prepare and present quarterly performance updates to the Investment Committee.

Candidate Profile

• Education: Must be a Chartered Accountant (CA) .
• Experience: Total 6+ years of experience, with at least 4 years specifically in Big-6 financial due diligence .
• Technical Skills: Deep expertise in transaction DD, red-flag identification, and Indian GAAP/IFRS.
• Analytical Rigor: Ability to synthesize complex financial data into actionable insights for strategic decision-making.
• Soft Skills: Strong maturity to negotiate with founders and the communication skills to resolve conflicts and manage investor expectations.