Website RiverForest Connections
Role Overview:
The Strategic Investments team is expanding to broaden coverage across high-impact sectors and companies of financial and strategic interest to the Bank. This role is responsible for driving thesis-driven sourcing, comprehensive financial analysis, end-to-end deal execution, and active portfolio management, primarily across unlisted entities, AIFs, and strategic ecosystem partners.
Key Responsibilities:
1. Thesis Development, Sourcing & New Investment Evaluation:
– Formulate thesis-driven investment themes to actively identify, map, and source direct investment opportunities across priority sectors – primarily BFSI, Fintech (B2B Enterprise / SaaS), Consumer, Healthcare, and Pharma.
– Screen and evaluate new investment and divestment opportunities across unlisted companies, listed entities, and Alternative Investment Funds (AIFs).
– Build comprehensive financial models, valuation frameworks, and IRR sensitivity analyses.
– Collaborate with internal business units to validate and rationalize commercial synergies, projected revenues, and cross-sell potential.
– Author institutional-grade Investment Committee (IC) and Board notes covering macroeconomic drivers, industry trends, company operations, financial health, risk factors, and strategic rationale.
2. End-to-End Deal Execution & Due Diligence:
– Lead and manage the entire transaction lifecycle from screening through to post-closing integration.
– Drive the financial due diligence (FDD) process, setting rigorous diligence agendas and synthesizing findings to identify valuation adjustments or deal risks.
– Coordinate operational, tax, and legal due diligence workstreams alongside internal teams and external advisors.
– Structure and prepare term sheets, definitive agreements (SHA, SPA, SSA), and transaction documentation in coordination with Legal, Secretarial, and Compliance teams.
– Manage regulatory filings, approval processes, compliance clearances, share issuance/transfers, and escrow/fund disbursements.
3. Portfolio Monitoring & Governance:
– Periodically engage with executive leadership and founders of investee companies to evaluate operational trajectories, governance, and operating environments.
– Monitor operational metrics and financial performance:
– Unlisted Investments: Review semi-annual/annual performance against business plans presented at the IC stage, re-calculate IRRs, and prepare executive review decks.
– Listed Holdings: Track quarterly performance and market valuation shifts.
– AIFs / Funds: Track quarterly NAVs, capital calls, distributions, and portfolio health; prepare consolidated bi-annual IC reviews (by June 30 and November 30).
– Maintain auditable deal archives including IC/Board approvals, executed agreements, NDAs, DD reports, and regulatory documentation.
4. Ecosystem Business Development:
– Identify commercial synergies across prospective and evaluated pipeline companies where no prior banking relationship exists.
– Build business cases for strategic collaboration, validate feasibility with internal business leaders, and facilitate senior-level promoter introductions to initiate new institutional banking relationships.
Candidate Profile & Qualifications:
Education:
– Chartered Accountant (CA – strongly preferred) or MBA in Finance from a premier/Tier-1 business school.
Relevant Experience:
– 5 – 7 years of total experience in Strategic Investments, Corporate Development, Venture Capital, Private Equity, Investment Banking, or Transaction Advisory.
– A minimum of 3 to 4 years of dedicated Financial Due Diligence (FDD) / Quality of Earnings experience, ideally within a Big 4 accounting firm (Deloitte, PwC, EY, KPMG).
– Direct track record in end-to-end deal execution and thesis-driven sourcing.
Sector Focus:
– Core exposure to BFSI and Fintech (B2B Enterprise / SaaS) is preferred; relevant transaction exposure in Consumer, Healthcare, or Pharma is an added advantage.
Core Competencies:
– High executive presence, strong communication, and seasoned presentation skills suitable for engaging with Bank C-suite executives, Board members, and company promoters.
– Advanced financial modeling, valuation, and M&A accounting skills.
– Self-starter with high ownership, intellectual curiosity, and rigorous analytical discipline.
Location:
– Must be currently based in Mumbai
To apply for this job please visit www.iimjobs.com.
Applying? Get your resume ready first: build or download your TCI resume.
