Vantage Oak - Analyst/Associate - Investment Team - Manufacturing Focused PE Fund

Investment Team • Vantage Oak • Manufacturing focussed PE fund ANALYST / ASSOCIATE JOB DESCRIPTION Title: Analyst/Associate, Investment Team Location: Mumbai, India About Vantage Oak: We are a $170 million Manufacturing and Industrials-sector focused mid-market private equity fund set up by investment professionals that cumulatively have over 45+ years of experience in private equity, public equity and investment banking across India and US. Along our journey, we have been instrumental in helping entrepreneurs build large and profitable businesses. Our current investments include Jain Cord Industries, one of India's largest value-added fabric manufacturers. Our team's past portfolio includes Wow Momo, India's largest homegrown QSR brand; Altum Credo, an affordable housing finance company; Bhanzu, a math-focused edtech company; along with others like BigBasket, Care Hospitals etc. Profile: We are looking to hire an Analyst/Associate in our Mumbai office to support Investments and Portfolio Management activities. The Analyst/Associate should be willing to take on responsibility and see-through tasks end-to-end with senior supervision and get involved in the various aspects of the business as required. The Analyst/Associate should possess strong analytical, presentation and research skills. The job will require frequent travel. Responsibilities: As an Analyst/Associate, you will collaborate with other team members on various tasks related to research, investing, reporting, and asset management. Specifically, responsibilities will include: - Research: Conducting primary comprehensive research on industries, supply chains, competition, technological advancements, and regulatory environments to identify and analyze potential investment sectors. Creating and updating research papers, as well as preparing regular sector research to stay informed of current trends and market news • Collateral Creation: Create research-backed investment collateral including investment memos, market analyses, diligence finding reports, quarterly investor reports, etc. • Investment Analysis: Analyzing specific investment opportunities, creating detailed bottoms-up financial models, and conducting financial analysis on potential investments. • Portfolio Management: Analyzing the monthly, quarterly, and annual performance of portfolio companies, participating in asset management activities, tracking and reporting transactions, analyzing M&A and fundraising opportunities, and supporting senior team members in evaluating exit opportunities • Firm wide Support: Helping with firm's marketing, updating website with content pieces, preparing marketing materials and presentations, supporting senior members of the firm on fund administration and reporting • Engaging with a broader external audience: Building relationships with founders / executives and other eco-system players to identify potential areas of collaboration Requirements: - 2-3 years of relevant experience in financial due diligence, mid-market private equity and investment banking • The candidate should have a CA, CFA or MBA degree with a strong record of academic and extracurricular achievements • The ideal candidate should possess a high level of technical and analytical skills, intellectual curiosity, a logical and systematic approach to problem-solving, as well as a solid understanding of financial statements • The candidate should have excellent interpersonal and team skills, with the ability to establish and maintain relationships with intermediaries and relevant institutions • The preferred candidate should be a self-starter with a track record of managing multiple priorities and working independently • Possesses advanced strategic and analytical skills with the ability to evaluate proposed opportunities from various perspectives, including strategic fit, expected impact, market potential, operational capability, business model, financial performance, valuation, etc. • Has strong communication skills, including excellent writing and presentation abilities, with the capacity to articulate ideas concisely