Analyst - Investments

About Bajaj Group:

With 90+ years of rich legacy, the Bajaj Group is one of the most renowned business houses of India with major interests in Sugar, Ethanol, Consumer Goods & Power Business. The Group continues to evolve, innovate & expand & at the same time remains true to its roots.

Visit http://www.bajajgroup.org to know more about the Group.

Role Overview:

The Analyst will support the investment team of Bajaj Group in sourcing, evaluating, executing, and monitoring investments across asset classes including private equity, public markets, venture capital, and structured opportunities. The role requires strong financial analysis, diligence capabilities, and an ability to work across diverse investment strategies.

Key Responsibilities:

1. Deal Sourcing & Screening

• Track investment opportunities across private and public markets
• Build relationships with founders, bankers, funds, and intermediaries
• Evaluate inbound deals and prepare initial screening notes

2. Financial Analysis & Valuation

• Build and maintain financial models (DCF, comparable companies, transaction comps)
• Perform detailed business, financial, and industry analysis
• Evaluate investment risks and return potential

3. Due Diligence

• Coordinate commercial, financial, legal, and tax diligence
• Analyze data rooms, financial statements, and management inputs
• Identify key risks and mitigation strategies

4. Investment Execution

• Assist in structuring transactions (equity, CCPS, debt instruments, etc.)
• Prepare investment memos and IC presentations
• Support negotiations and documentation processes

5. Portfolio Monitoring

• Track performance of portfolio companies and funds
• Prepare periodic MIS, valuation updates, and investor reports
• Engage with management teams for performance tracking

6. Research & Strategy

• Conduct thematic and sector research (e.g., financial services, consumer, tech)
• Identify emerging investment trends and opportunities
• Support asset allocation and portfolio strategy decisions

Qualifications & Experience:

• 2-5 years overall experience.
• CA or MBA (Finance) from a reputed Institute with strong undergraduate academic background, preferably Tier 1 Engineering/Technology Colleges.
• Experience in investment banking, consulting, P/VC, or equity research preferred

Skills Required:

• Strong financial modelling and valuation skills
• High attention to detail and analytical thinking
• Ability to synthesize large amounts of information
• Strong communication and presentation skills
• Entrepreneurial mindset and ownership

Reporting To : Managing Partner