Role Overview
We are seeking a finance head to own the financial, legal, and regulatory operations of our impact-first investment fund. Working closely with the Partners, this role is responsible for fund compliance, investor servicing, deal execution support, and coordination across Indian and offshore structures.
This is a high-ownership role with end-to-end exposure across fund operations, compliance, and investments.
What Will You Do
- Own all SEBI and statutory filings, including periodic, event-based, and annual reports
- Ensure alignment between Indian and US structures; manage PPM updates to SEBI
- Lead investor onboarding: contribution agreements, side letters, and KYC
- Manage capital calls, financial statements, portfolio reporting, and material disclosures
- Support valuation exercises for new deals, including cash flow forecasting.
- Lead deal execution, including term sheets, investment agreements, and valuations
- Own fund accounting, audited financials, compliance test reports, and valuation methodology
- Coordinate and manage meetings and documentation for the Investment Committee, Board, and
Advisory Committee.
- Own all fund policies (conflicts, risk, stewardship, code of conduct)
- Manage investor grievance redressal and regulatory record keeping
- Coordinate offshore pooling vehicle compliance, LP support, and timely K-1 generation
- Manage all external service providers: custodian, auditor, legal counsel, tax advisor, etc
Who Are We Looking For In This Role
- CA / MBA (Finance) or equivalent
- 10+ years of experience in fund operations, AIFs, audit, or investment management
- Strong understanding of SEBI AIF regulations; offshore exposure preferred
- High attention to detail, strong ownership, and stakeholder management skills
(ref:iimjobs.com)
