Senior Investment Analyst (Pre-IPO and SME), at Talent Pro · Mumbai · 5 - 10 years · ₹30L - ₹37L / yr · Bootstrapped · Posted 20 Feb 2026

Strong investor analyst profile
Mandatory (Experience): Must have 5+ years of experience in Private Equity, AIFs, Investment Banking, Special Situations, or Family Office investing.
Mandatory (Tech Skills 1): Must have experience evaluating Indian companies by studying their financial statements, mutual funds, stock, future growth prospects, and overall investment attractiveness (Buy-side analysis)
Mandatory (Tech Skills 2): Must have experience evaluating Pre-IPO, Private Equity, Real Asset, and Distressed/Special Situation investments.
Mandatory (Tech Skills 3): Must have experience in managing end-end investment lifecycle from deal generation to closure.
Mandatory (Tech Skills 4): Must have strong financial modeling skills (LBO, DCF, scenario modelling)
Mandatory (Tech Skills 5): Must have created Investment Memoranda, Transaction Notes, and IC presentations.
Mandatory (Tech Skills 6): Must be proficient with valuation methods, credit analysis, asset-level cash flows.
Mandatory (Tech Skills 7): Must be familiar with any of these tools- Capital IQ, PitchBook, Venture Intelligence or Tracxn
Mandatory (Company): Preferably from PE funds, AIF Category II/III, IB, Special Situations funds.
Mandatory (Education): MBA (Finance), CA, CFA

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Location: New Delhi | Work Mode: On-site | Experience: 5+ years
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IDEASHACKS is looking for an Entrepreneur in Residence to work directly with the Founder and take ownership of capital strategy, fundraising and investor readiness.
Your role is to take IDEASHACKS from business → investment-ready → investor pipeline → fundraising → capital deployment.
This is a high-ownership role for someone who understands deals, capital and execution.
What You'll Do
- Own and execute IDEASHACKS' fundraising strategy across equity, debt and structured capital.
- Build financial models, projections, valuation scenarios and investor materials.
- Identify and build relationships with VCs, PE funds, family offices, strategic investors, lenders and other capital providers.
- Build and manage the investor pipeline and drive conversations from first contact to closure.
- Lead fundraising processes, due diligence, investor data rooms and follow-ups.
- Evaluate new locations, ventures and partnerships from a commercial and capital perspective.
- Work directly with the Founder on capital allocation, expansion strategy and strategic finance.
What We're Looking For
- 5+ years in Investment Banking, PE/VC, Corporate Finance, Strategic Finance, Deal Advisory or Fundraising.
- Strong financial modelling, valuation and deal-structuring skills.
- Experience working directly with founders, investors or lenders.
- At least one completed fundraising, financing, M&A or investment transaction that you personally worked on.
- Ability to independently build an investor pipeline and take conversations forward.
- Strong communication, negotiation and execution skills.
- An existing investor/lender network is a plus.
We are looking for someone who can think like an investor, operate like a Founder’s Office professional and execute like an investment banker.
Key Deliverables:
● We're looking for a Partner Relations
● This role involves building and strengthening our connections with investors to
guarantee their contentment and active engagement.
● Act as the go-to contact for any investor-related questions or correspondence.
● Maintain robust relationships with our current investors, ensuring they're well-informed
about how their investments are performing through regular updates and reports.
● Formulate and execute customer acquisition and retention strategies.
● Organise and manage investor events, meetings, and presentations, whether online or
face-to-face, to conduct investment awareness programs.
● Work closely with other departments, such as finance, legal, and management.
● Keep a pulse on market trends, competitor moves, industry norms and regulatory
updates.
Key Competencies and skills:
● Good understanding of Finance and Financial Products
● Outstanding ability to interact and communicate with others.
● Willing to work flexible hours, focusing on customers' needs.
● Dedication to continually learn and adapt in a rapidly changing investment scene.
● Excellent skills in both writing and speaking, capable of explaining complex financial
topics simply and directly.
● Excellent at building relationships and interacting with people, always putting the
customer first in managing investor relations.
● Capable of juggling multiple tasks and setting priorities in a busy setting.
● Attention to detail and has a keen ability to analyse and solve problems.
Key Deliverables:
● We're looking for a Partner Relations ● This role involves building and strengthening our connections with investors to guarantee their contentment and active engagement. ● Act as the go-to contact for any investor-related questions or correspondence. ● Maintain robust relationships with our current investors, ensuring they're well-informed about how their investments are performing through regular updates and reports. ● Formulate and execute customer acquisition and retention strategies. ● Organise and manage investor events, meetings, and presentations, whether online or face-to-face, to conduct investment awareness programs. ● Work closely with other departments, such as finance, legal, and management. ● Keep a pulse on market trends, competitor moves, industry norms and regulatory updates.
Key Competencies and skills:
● Good understanding of Finance and Financial Products ● Outstanding ability to interact and communicate with others. ● Willing to work flexible hours, focusing on customers' needs. ● Dedication to continually learn and adapt in a rapidly changing investment scene. ● Excellent skills in both writing and speaking, capable of explaining complex financial topics simply and directly. ● Excellent at building relationships and interacting with people, always putting the customer first in managing investor relations. ● Capable of juggling multiple tasks and setting priorities in a busy setting. ● Attention to detail and has a keen ability to analyse and solve problems.
Job role: FP&A Analyst
Location: Bangalore, India
Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.
Key responsibilities:
A. Planning & Budgeting
• Manage driver-based budgeting models
• Consolidate and validate P&L, Balance Sheet, and key ratios
• Support business units in preparing planning submissions and review packs
• Execute cost allocation models, Maintain allocation drivers,
B. Variance Analysis
• Actual vs Budget / Forecast analysis
• MoM and YoY movement analysis
• Cost center-level variance breakdowns
• Volume / rate / mix analysis
C. Forecasting
• Prepare monthly rolling forecasts
• Update outlook based on performance, macro factors, and business inputs
• Maintain driver-based and scenario-integrated forecasting models
D. Scenario Analysis & Stress Testing
• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)
• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)
• Quantify capital and liquidity impacts
• Prepare governance & committee packs
E. Governance & Reporting
• Produce segment/customer profitability reports
• Draft variance commentary (templated/automated)
• Highlight key drivers and anomalies
• Prepare Board / ExCo packs
• Identify risks and opportunities in financial plans
• Validate data integrity and consistency across models
Soft skills:
• Advanced FP&A expertise (Banking preferred)
• Strong understanding of Balance Sheet & Capital metrics
• Financial modelling (driver-based, scenario modelling)
• Knowledge of stress testing frameworks (BoE scenarios preferred)
• Advanced Excel + planning tools (Anaplan, SAP BPC, Hyperion)
Tools / Systems
• Planning tools: Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion
• Excel (advanced modelling)
• BI tools: Power BI / Tableau
Risks & Controls
• Risk: Model inaccuracies → Control: Model validation & reconciliation
• Risk: Data inconsistency → Control: Cross-functional alignment checks
Risk: Regulatory non-compliance → Control: ICAAP/ILAAP validation reviews
Education requirements:
• Chartered Accountant
• Master’s degree in accounting, Finance, Economics, or related field
Certification:
• Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion
• Excel (advanced modelling)
Keyword:
Skills: Data Concepts & Data Modelling~F&A - Financial Planning & Analysis
Experience Required:








