Associate/ Sr. Associate

Job role

Role Overview

Lead investment conversations and support portfolio management across the inclusive fintech and livelihoods ecosystem, identifying and supporting high-potential startups solving financial and livlihood economic challenges for underserved and emerging-market segments leveraging AI and DPI.

Key Responsibilities:

• Portfolio Support & Value Creation: Work closely with portfolio companies on GTM strategy, business metrics, fundraising, financial modeling, and operational scaling. Monitor portfolio performance, identify risks and growth opportunities, and facilitate access to customers, mentors, strategic partners, and follow-on investors.
• Ecosystem & Stakeholder Engagement: Build relationships with founders, investors, financial institutions, ecosystem partners, government/industry stakeholders, and domain experts. Represent the firm at relevant conferences, roundtables, pitch events, and founder forums.
• Programmatic Investment & Deal Execution: Source and evaluate startups primarily across fintech, financial inclusion, livelihoods, agriculture and adjacent themes; conduct market, customer, business model, unit economics, and financial due diligence; develop program support thesis, financial models, and investment memos.
• Sector Research & Investment Thesis: Build expertise across inclusive fintech and livelihoods, track emerging business models and technology trends, and develop sector landscapes, research reports, and investment theses to identify future opportunities.
• Reporting & Investment Operations: Drive portfolio reporting, MIS, dashboards, and investment tracking; maintain robust deal and portfolio data; and continuously improve investment processes, diligence frameworks, templates, and internal workflows.

Must have skills

• Strong communication skills
• deep interest in business analysis and new technology applications.
• Practical knowledge of fintech, livelihoods, rural and/or technology applications for emerging-market segments preferred
• Passionate about startups, curious about technology and markets
• Societal impact as a value system.

Qualifications

Education: Minimum Bachelor’s degree in Finance, Economics, Business, Engineering, or a related discipline. A Master’s degree/MBA in a relevant field will be preferred.

Experience: 3-5 years of relevant professional experience in social Impact especially livelihood, venture capital, consulting, startup ecosystems, or innovation teams within banks and other financial institutions.

Prior experience working with Social Impact start-ups , financial inclusion, digital services, or livelihood-focused businesses is preferred.