01Responsibilities
Deal Origination: Identify and source investment opportunities through market research and networking. Build relationships with developers, investors, and financial institutions to maintain a strong deal pipeline and capitalize on emerging opportunities.
Evaluation: Conduct risk analysis and market research to assess investment feasibility. Collaborate with internal teams and external consultants to validate assumptions and align investment decisions with strategic goals. Determine potential ROI and guide decision-making.
Term Sheet Preparation: Structure and negotiate term sheets outlining financial terms, risk mitigation strategies, and legal conditions. Ensure alignment with investment objectives and work with stakeholders to finalize agreements.
Due Diligence: Lead financial, legal, and technical due diligence processes. Engage with auditors and consultants to assess risks, validate assumptions, and ensure compliance with industry and regulatory standards. Perform credit, legal, technical, and financial assessments to mitigate risks.
Investment Committee (IC) Note Preparation (Pre & Post Due Diligence): Prepare investment committee notes summarizing key insights, risks, and financial models. Present pre-diligence assessments and refine submissions post-diligence for approval.
Documentation & Execution: Coordinate legal documentation, agreements, and contracts. Work with legal and finance teams to ensure compliance and facilitate seamless deal execution. Collaborate with the legal team to structure transactions and comply with real estate regulations.
Project/Asset Monitoring: Track project progress, financial performance, and adherence to investment terms. Engage with stakeholders to manage risks and optimize asset value. Oversee asset management strategies to enhance property performance and maximize returns.
Monthly Site Visits & Meetings: Conduct site visits to assess project status, identify risks, and ensure compliance. Evaluate asset conditions, market positioning, and value-add opportunities. Meet with developers and stakeholders to address challenges.
Preparing Monthly/Quarterly Reports: Prepare reports on investment performance, financial metrics, and risks. Provide insights and recommendations for strategic decision-making.
Disbursement & NOC Approval: Review and approve fund disbursements based on project milestones. Ensure compliance before issuing NOCs in coordination with finance and legal teams.
Monthly/Quarterly Business Plan Monitoring: Evaluate project performance against business plans. Identify variances and recommend adjustments to optimize returns and mitigate risks.
Payment/Repayment Calculations: Monitor loan repayments, cash flows, and scheduled payments. Ensure timely collections and compliance with financial agreements.
Deviations, Red Flags & Highlights: Identify and report deviations from business plans, financial models, or project timelines. Highlight risks and propose mitigation strategies.
Exit/Closure Process: Develop and execute exit strategies, including sales, refinancing, or structured exits, ensuring smooth closure and maximizing returns.
Enforcement, Litigation & Discoveries: Manage legal proceedings, enforcement actions, and dispute resolutions. Conduct forensic reviews to protect investments and ensure compliance.
Market Analysis & Opportunity Identification: Analyse market trends, economic indicators, and competitive landscapes to identify emerging investment opportunities.
Stakeholder & Investor Relations: Support fundraising efforts by providing investment insights, preparing IM, and responding to investor queries.
Skills & Qualification:
Qualification: PG Degree in Finance/ Business Administration/ Investment Banking/ Economics, also having cleared CFA, CA, and FRM is an added advantage.
Sound understanding of Real Estate funding investment journey, market dynamics, and trends. Excellent communication and interpersonal skills.
Ability to analyze, interpret and evaluate business potential.
Ability to analyze risks and associated liabilit .
