What Jobs are available for Investment Associate in Mumbai?

We’re hiring an Investment Associate for our Global Investment Fund

(HQ in Singapore; Role in Mumbai; Location within India can be flexible)

We are a long only investment firm looking to hire folks who can become exceptional global public market investors.

If you love turning messy information into crisp decisions, can run faster than speed at which AI is changing world, have the courage to make concentrated bets and want significant exposure from day one, this seat is for you.

You’ll thrive here if many of these appeal to you:

• High agency and bias to action is just how you operate
• You’re always thinking about new investment ideas. Lateral thinking and connecting dots across industries feels natural to you
• Wrestling with complexity excites you - but you always push for clarity. You are bold yet have the courage to change your mind
• You love studying founders and businesses
• Future-driven thinker who relishes visualizing how business visionaries create new markets
• You value evidence over eloquence and you know the difference between being approximately right vs. precisely wrong
• Nothing fires your dopamine receptors like pressure-testing unconventional ideas in open debate - be it on AI, semis, software, fintech, or healthcare
• You think clearly, write crisply, and move fast without missing a beat
• Small-team ownership, global mandate, and working on cutting-edge companies is what you want
• You are tired of just making slides and not having a say in actual investment decisions 
• And Steve Jobs’ “Don’t be a career” , hits home for you.

And every now and then, you feel, damn, how could I have invested in NVIDIA in 2015

Baseline Profile

• 2–4 years in buyside (public markets / hedge / VC / growth / crossover) or top‑tier IB (M&A/ECM/FSG; TMT/FIG/HC) or consulting firms (MBB and likes)
• Top‑quartile academics from leading programs; bonus for operating stints in SaaS/semis/consumer tech/healthcare/deep tech
• Comfortable with global hours and lean teams
• Open to profiles which do not fit the above mold but are exceptional in their own way

How to apply:

Email with your CV + a one‑pager on a tech name you’d long or short and why

(Subject: Investment Associate)

• Develop complex financial models, including DCF, LBO, accretion/dilution, and comparable company analyses.
• Prepare client presentations, pitch books, and other marketing materials for M&A transactions.
• Conduct due diligence, valuation analyses, and market research for potential deals.
• Assist in managing client relationships and executing transactions from origination through closing.
• Support senior bankers in deal sourcing and business development efforts.
• Coordinate with clients, legal counsel, accountants, and other advisors throughout the transaction process.
• Analyze industry trends, economic conditions, and their impact on client businesses.
• Perform detailed financial statement analysis and company valuations.
• Assist in the preparation of regulatory filings and other transaction-related documentation.
• Mentor and guide junior analysts within the team.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field from a top-tier institution. An MBA or CFA is a plus.
• 3-5 years of relevant experience in investment banking, corporate finance, private equity, or management consulting.
• Strong financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent analytical, quantitative, and problem-solving abilities.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• High level of attention to detail and accuracy.
• Ability to work long hours under pressure and meet tight deadlines.
• Demonstrated initiative, strong work ethic, and a team-oriented mindset.
• Understanding of capital markets and corporate finance principles.

• Develop complex financial models for valuation, LBOs, M&A, and other strategic transactions.
• Prepare and deliver high-quality client presentations, pitch books, and information memorandums.
• Conduct thorough industry research, market analysis, and due diligence.
• Assist in managing deal processes from origination to closing.
• Build and maintain strong relationships with clients and industry professionals.
• Analyze financial statements and identify key trends and insights.
• Support senior bankers in client meetings and negotiations.
• Coordinate with legal counsel, auditors, and other advisors.
• Stay informed about market developments and macroeconomic trends.
• Mentor and guide junior team members.

• MBA or equivalent master's degree from a top-tier institution.
• 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Exceptional financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly.
• High level of integrity, professionalism, and attention to detail.
• Ability to work effectively under pressure and meet tight deadlines in a demanding environment.
• Strong teamwork and interpersonal skills.

• Prepare client presentations and pitch books.
• Develop and maintain complex financial models for valuation and forecasting.
• Conduct financial and market due diligence.
• Support senior bankers in client meetings and negotiations.
• Perform industry and company-specific research.
• Coordinate deal execution processes with various stakeholders.
• Ensure accuracy and quality of all project deliverables.
• Contribute to business development efforts.

• Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
• 2-4 years of experience in investment banking, corporate finance, private equity, or a related field.
• Strong financial modeling, valuation, and analytical skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, CapIQ).
• Excellent understanding of financial statements and accounting principles.
• Strong research and presentation skills.
• Ability to work effectively under pressure and meet tight deadlines.
• Excellent communication and interpersonal skills.
• Willingness to travel and work a hybrid schedule.

Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile :

Company Overview

Rockstud Capital is a leading alternative asset manager that manages and advises a variety of funds including SEBI registered schemes like CAT-II Venture Capital Hybrid AIF fund. Our core tenets include a customer-first approach, a performance-driven strategy, and utmost transparency. We focus on investing in early-stage, sector-agnostic startups and listed equities, bringing positive environmental and socio-economic changes through our investments. Headquartered in Mumbai, we are well-embedded in the financial ecosystem.

Job Overview

Rockstud Capital seeks a Investment Analyst/ Associate for its Alternative Investment Funds (AIF) division in Mumbai. This full-time role involves supporting investment strategies, analyzing market conditions, and aiding in portfolio management. The ideal candidate should have strong analytical skills and a passion for venture capital and asset management, paired with a solid understanding of financial markets and investment strategies.

Qualifications and Skills

• Solid grasp of startup evaluation and venture capital principles is essential with hands-on experience in early-stage startups. (Mandatory skill)
• Experience in venture capital and familiarity with fund management dynamics and frameworks. (Mandatory skill)
• Proven skills in portfolio management with a focus on diversification and risk mitigation strategies. (Mandatory skill)
• Ability to source and analyze deals, identifying potential investment opportunities that align with company goals.
• Proficiency in financial modeling to evaluate investment scenarios and support decision-making processes.
• Thorough understanding of investment principles and markets, demonstrating the ability to apply complex financial concepts.
• Competence in conducting market research, gaining insights into market trends and competitor strategies.
• Effective at investment analysis to assess financial statements, predict future performance, and make informed recommendations.

Roles and Responsibilities

• Conduct thorough research and analysis on investment opportunities within startups and emerging markets.
• Assist in managing and creating diversified portfolio allocations and provide recommendations on investment strategies.
• Collaborate with senior investment teams to support venture capital decision-making processes.
• Engage in deal sourcing activities to identify and evaluate potential high-impact investment opportunities.
• Utilize financial models to analyze investment potentials, risks, and returns for proposed ventures.
• Prepare detailed investment reports and presentations to communicate findings and recommendations.
• Monitor invested companies performance and provide updates to the investment team.
• Maintain and develop relationships with key stakeholders, including financial institutions and portfolio companies.