Baldota Group - Analyst - Investment - Venture Capital Fund

Roles & Responsibilities

a. Investments

• Support the investment team in evaluating potential new investments across diverse sectors such as AI, Big Data, ML, Med-tech, Biotech, and High-tech.
• Assist in preparing initial research notes, data analysis, and sector overviews to aid investment decisions.
• Assist in compiling investment memos and presentation materials for internal discussions.
• Work closely with senior team members during investment due diligence and documentation process. b. Portfolio Management
• Support portfolio companies in preparing fundraising materials, business plans, and investor presentations.
• Help maintain internal databases of active investments and fund performance.

c. Market Research & Networking

• Conduct independent research on market trends, industry landscapes, and emerging technologies.
• Track financial statements, earnings reports, and investment news flow relevant to focus geographies (India, US, Israel, etc.).

d. Additional Exposure

• Learn deal process flow end-to-end, including investment evaluation, negotiation basics, legal processes, and fund operations.
• Collaborate with cross-functional stakeholders (finance, tax, legal teams) under supervision.
• Participate actively in team discussions, brainstorming, and new idea generation.

Desired Skills & Attributes

• Educational Background: Strong academic track record in Finance, Business, Economics, Accounting, or related fields (CMA / CFA Level candidates, BBA/Commerce/Engineering graduates with finance inclination preferred).
• Experience: 0-1 Years.
• Strong analytical, quantitative, and research skills.
• Proficiency in MS Excel, PowerPoint, and financial analysis basics. Exposure to financial modeling will be an added advantage.
• Curiosity about startups, technology, and investing.
• Excellent written and oral communication skills.
• Ability to work in detail-oriented tasks with a learning mindset.
• Self-driven, eager to acquire new skills, and adaptable to a fast-paced environment.

What We Offer

• Hands-on exposure to venture capital, private equity, and fund ecosystem.
• Learning opportunity in diverse sectors and geographies (India, US).
• Mentorship from experienced investment professionals.
• Platform to build a strong foundation in finance, investments, and startups.