Analyst - Fund Investment

Position:

Analyst Fund Investments

(Endowment Investment Group, Azim Premji Trust)

Location:

Sarjapur Road, Bangalore

Roles and responsibilities:

1. Conduct detailed financial and market research on multiple fund offerings and asset managers to identify potential funds for investment.

1. Evaluate fund performance, strategy, risk, and portfolio diversification across various fund types (e.g., mutual funds, alternate investments vehicles (venture capital / public market funds).

1. Build and maintain financial models and performance analytics to project returns, cash flows, and risks of potential fund investments.

1. Perform due diligence of funds, investment mandates, compliance, and operational risks to support investment committee recommendations.

1. Assist investment principals in periodic review of the fund performance and prepare detailed investment reports, presentations, and recommendations for relevant stakeholders.

1. Track and analyze industry trends, regulatory changes, and economic indicators that may impact fund performance.

1. Collaborate with fund managers, legal, compliance, and external consultants to ensure alignment with investment guidelines and regulatory requirements.

1. Prepare and publish monthly MIS reports on fund performance and other relevant analytics.

Qualification and experience

1. Qualification CA / CFA (Cleared all 3 Levels)
2. Experience Relevant experience of 3 to 5 years in Corporate M&A / Financial Planning & Analysis roles, Credit Rating Agencies, Family Offices or Asset Management Companies.

Skills and Attributes

• Detail oriented, organized and capable of managing multiple projects and timelines
• Highly self-driven and confidence
• Effective communication and interpersonal skills
• Strong financial modeling and analytical skills
• Ability to work collaboratively in a team and engage with multiple stakeholders

Note The appointment may be in any associate entity of Azim Premji Trust

About the Organization

The Azim Premji Trust is one of India's most significant philanthropic institutions, established by Mr. Azim Premjifounder and former chairman of Wipro Limited. Set up in 2001, the Trust is the principal vehicle for Mr. Premji's lifelong commitment to social change. He has pledged the majority of his wealth to the Trust, making it one of the largest philanthropic endowments in India and the Global South. The Trust supports social and developmental work primarily through two key entities:

• Azim Premji Foundation, which focuses on improving the quality of public education across India.
• Azim Premji Philanthropic Initiatives, which funds and supports non-profits and grassroots organizations for long-term and consistent efforts to improve the lives of the most vulnerable communities.

A key strength of the Azim Premji Trust lies in its professionally managed endowment, which funds its philanthropic activities. The endowment is structured and invested for long-term sustainability, with a diversified portfolio.

Endowment Overview

The Azim Premji Trust was funded primarily through equity transfers from Wipro Ltd. The corpus is professionally managed with an investment strategy aligned to generate consistent annual disbursements while preserving and growing capital in real terms. It is managed with a strong focus on responsible investing, governance, and capital preservation to ensure stable annual grants and the ability to support large-scale social initiatives over decades. Key characteristics include:

• Diversified Portfolio: Allocations across public market funds (domestic), fixed income instruments, private equity funds, and select alternative investments.
• Responsible Capital Stewardship: Emphasis on risk-adjusted returns, long-term value creation and alignment with ethical and social principles.
• Disbursement Discipline: Seamless and sustainable payout policy aligned with the Trust's long-term philanthropic goals.

The Trust is recognized for combining mission-aligned investing with institutional-grade asset management, setting a benchmark for philanthropic capital deployment in India. Cumulatively, till date, it has facilitated over 10,000 crore ($1.2 bn) with annual disbursements across education and social sector partners scaling significantly in recent years.

Top of Form

Known for its scale, long-term vision, and deep commitment to social change, the Azim Premji Trust is among the largest philanthropic entities in India and is widely regarded as a model for strategic and ethical philanthropy.