Role overview
The Associate – Finance & Investor Relations will support the fund's financial operations, investor onboarding workflows, reporting, and deal-flow coordination. This role is ideal for a junior professional looking to build strong grounding in fund accounting, investor relations, and VC operations. Experience required: 2–3 years.
Key responsibilities
A. Fund finance & operations (support role)
- Assist in maintaining accounting records for the fund and management company in coordination with external accountants
- Support preparation of quarterly and annual financial statements, capital account statements, and NAV workings
- Track capital calls, distributions, and fund cashflows; assist with cashflow forecasting and expense monitoring
- Provide support during audits, tax filings, and regulatory compliance processes (including SEBI-related filings)
- Help maintain portfolio company performance trackers, valuation data sheets, and KPI dashboards
- Provide operational support for accounting and compliance as part of existing processes
B. Investor relations & reporting
- Assist with investor onboarding, including KYC coordination, document collection, and follow-ups
- Track incoming investor queries, maintain a query dashboard, and ensure timely responses and closures
- Support preparation and circulation of quarterly investor updates, performance reports, and fund communications
- Maintain CRM systems and investor data rooms, ensuring accurate and updated information
- Assist in preparing fundraising materials such as investor decks, PPMs, fact sheets, and templates
- Track industry developments, investor preferences, and benchmarks to support IR initiatives
C. Legal & deal flow coordination
- Assist in coordinating deal documentation and legal processes with the investment team and external counsel
- Maintain and update dashboards on deal flow status, negotiation progress, and required actions
- Help collate information, documents, and templates required for deal execution and compliance
D. Internal & external coordination & reporting
- Work with the investment team to update portfolio KPIs, financial metrics, and internal trackers
- Coordinate across internal teams and external stakeholders for timely audits, filings, and reporting
Qualifications & skills
- Bachelor's degree in Finance, Accounting, Commerce, or related field
- 2–3 years of experience in finance, accounting, or related roles (VC/PE or fund experience is an advantage)
- Strong analytical and communication skills; ability to present information clearly
- Proficiency in Excel, PowerPoint, and familiarity with accounting tools, CRMs, or data-room platforms
- Highly organized, detail-oriented, and comfortable in a fast-paced, multi-stakeholder environment