Analyst - Investment Management

Do you have what it takes to build India’s most valuable startups?

Startups aspire to change the way we live and work. They are here to create economic value. Enabling their founders with empathy and assertiveness is an art. We are seeking such partners as part of YourNest’s journey to nurture success for DeepTech startups.

At YourNest, we've been scouting for diamonds in the rough since 2011: with three flagship funds and a continuum fund adding up to $ 160 mn, being the first to focus on DeepTech startups, having delivered more than 10 exits in last 5-years, and while ensuring we remain among India's best-performing early-stage funds, we've made it a habit to set new benchmarks in the country's venture capital sector. And we've done this thanks to an enterprising team of committed young people who work closely with our founders to help them succeed.

YourNest is all set to launch its flagship Fund IV of INR 1500 crores and is seeking to strengthen its Portfolio Management and Growth team. Now, we’re looking for a dynamic professional to take on the role of an “Analyst - Investment Management”.

How does this role contribute?

The Analyst - Investment Management owns the operational execution of Financial tracking, Investment Monitoring, Shareholder-rights, governance & compliance.This role is the engine room of portfolio oversight: building and maintaining trackers, Driving portfolio data coordination from investee companies and conducting risk analysis with timely flagging.The Analyst works closely with Associates,escalating issues proactively rather than waiting to be asked.

This is an execution-first role suited to someone highly organized, detail-obsessed, and comfortable owning recurring processes end-to-end.

What will help you succeed?

• A systems mindset — you default to building trackers, checklists, and repeatable processes rather than handling things ad hoc each cycle.
• Bias toward flagging early — you'd rather raise a half-formed concern today than a fully-formed problem next week
• Precision under repetition — you maintain the same level of accuracy on the 50th filing as the 1st, without needing novelty to stay engaged
• Comfort with ambiguous documents — you're willing to sit with a term sheet or SHA you don't fully understand yet and work it out methodically, asking the team the right questions along the way
  
  

You own — directly and accountably

Portfolio Performance & Financial Tracking

• The collection, capture, and organization of key portfolio metrics — revenue trends, cash burn, runway — from portfolio companies each reporting cycle
• Periodic portfolio performance summaries and dashboards, delivered accurate and on time for Associate review
• End-to-end tracking of quarterly/biannual reporting cycles, including identifying data inconsistencies or missing inputs and following up directly with portfolio companies to close gaps
• Computation of fund-level return metrics (IRR and others) using standard templates/methodology, with outputs handed to Associates review-ready
• Ongoing monitoring of financial triggers (declining revenue, elevated burn, funding gaps) against pre-set thresholds, with early-warning flags raised the moment a threshold is breached
  
  

Compliance & Regulatory Tracking

• A live, always-current compliance tracker covering ROC filings, board minutes, tax deadlines, SEBI/AIF requirements, and ESG documentation across all portfolio entities
• Zero-lapse deadline management — every reminder sent and every at-risk deadline escalated to Associates with sufficient lead time, without being asked
• An organized, audit-ready digital repository of investment documentation, fund agreements, and regulatory filings, with consistent naming, versioning, and access control
  
  

Shareholder Rights Tracking

• A rights-tracking matrix covering YourNest's contractual rights (Liquidation Preference, ROFR, affirmative rights, board-level protections) across all primary and secondary investments — updated after every investment event or board action, without delay
• Active monitoring of portfolio company events (funding rounds, board decisions, cap table changes) and flagging instances where shareholder rights may require activation or review
• First-draft communications related to rights activation/review, ready for Associate and legal sign-off
• A structured financial repository for portfolio companies (financials, cap tables, agreements, correspondence), kept current and complete
• Building working fluency in SHAs, SSAs, and term sheets to accurately extract and log rights-related clauses
  
  

Audit & Valuation Support

• Collation of financial statements, investment schedules, valuation reports, and portfolio company confirmations for the annual and fund-level audit process
• Preparation support for biannual fund valuations per IPV guidelines — data collation, comparable-company analysis support, and cross-checking valuation workings
• Organized, complete audit trail documentation that gives auditors seamless access on request
• Presence at valuation discussions and audit preparation sessions, coming prepared to answer real-time data requests
  
  

KPIs and Impact Measurement

• Compliance lapse rate: 0% — zero missed statutory/regulatory deadlines (ROC, tax, SEBI/AIF, board minutes, ESG) across the portfolio per cycle
• Reporting cycle turnaround — % of portfolio companies with complete, validated data captured within 10 business days of the quarterly/biannual reporting deadline, with all inconsistencies flagged and resolved
• Rights-tracking currency — rights-tracking matrix updated within 10 business days of every triggering investment or board event, with 100% coverage across active portfolio companies
• Audit/valuation readiness — audit and IPV valuation data requests fulfilled within agreed SLA, with minimal auditor/Associate follow-up queries per cycle
• Escalation reliability — % of at-risk deadlines or flagged risks (compliance, financial triggers, rights events) escalated to Associates before breach, not after
  
  

Your career path at YourNest

You join at the start of a seven-stage internal track that runs all the way to Partner — as a Trainee Analyst (0–6 months, close supervision) or directly as an Analyst/Sr. Analyst if you're already covering companies independently. Investment Management is the foundation stage: every YourNest team member builds their discipline and judgment here before progressing through Deal Cultivation (2.5–5 yrs), Foundation/0→1 (5–8 yrs), Scale/1→10 (8–11 yrs), Growth Equity & Exit (11–15 yrs), and eventually Partner/GP at the fund level (15+ yrs).

Progression is gated on delivery, not tenure. The next move — into Deal Cultivation — typically opens after 2+ years of zero-miss governance delivery, shown through independent coverage of 7–8 companies and at least one process improvement you initiated.

Prefer investment management over deal-making? That's a valid path too — you can keep growing within Investment Management itself, deepening into fund-level compliance, risk, and portfolio analytics instead of moving into Deal Cultivation.

What qualifications & experience must you have?

• 0–2 years of experience; prior exposure to VC/PE, investment banking, financial analysis, or corporate legal/compliance functions is a plus
• Strong proficiency in Excel/Google Sheets; comfort with financial data and ratio/return calculations
• B.Tech degree, with CFA Level 1 cleared or in progress
• High attention to detail and strong organizational discipline — this role lives in trackers, checklists, and repositories
• Clear written communication for follow-ups, reminders, and first-draft correspondence
• Ability to read and extract key terms from legal/financial documents (SHAs, term sheets) with guidance
• Self-starter who escalates issues early rather than letting them lapse
  
  

Skills: financial analysis,term sheets,communication,compliance,goverance,valuations,sha,financial modelling,reporting,fund valuations