Private Equity Specialist

Profile: - AVP/ VP

Reports to: - CIO

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role

We are seeking a dynamic and analytical professional to join our Private Equity Buy Side Investment Team. The role requires full-cycle ownership of private market transactions from deal sourcing and evaluation to execution, portfolio monitoring, and value creation.

This is an exciting opportunity to contribute to a rapidly growing investment platform and work closely with senior leadership, investment committees, and industry stakeholders.

Key Responsibilities

Key Responsibilities

Deal Evaluation & Execution

• Source, screen, and evaluate private investment opportunities aligned with the fund strategy.
• Build detailed valuation and financial models (DCF, Comps, Precedent Transactions).
• Drive and coordinate business, financial, and legal due diligence with internal and external partners.
• Prepare comprehensive investment memos, insights, and recommendations for IC discussions.

Portfolio & Value Creation

• Monitor portfolio company performance through key metrics, financial reviews, and market updates.
• Support value creation initiatives, operational improvements, and exit planning.

Research & Market Intelligence

• Conduct sectoral, competitive, and thematic research to identify emerging opportunities.
• Track industry movements, regulatory updates, and market trends to support investment strategy.

Stakeholder & Relationship Management

• Liaise with founders, promoters, bankers, consultants, and advisors for smooth deal execution.
• Assist in preparing investor updates, including quarterly and annual reports with performance and valuation insights.

Preferred Candidate Profile

• Education: MBA (Finance) / CA / CFA (Level II/III preferred).
• Experience: 38 years in Private Equity, Investment Banking, or Corporate Finance.
• Proven expertise in financial modeling, valuation, and analytical assessment.
• Strong exposure to deal execution and portfolio monitoring.
• Excellent communication, presentation, and stakeholder management skills.
• High levels of integrity, strategic thinking, and collaborative mindset.