Investment Associate

About the Role

Accred Alts is seeking an Investment Associate with a strong interest in financial analysis, startups, business models, and alternative investments. This role involves analyzing financials, interpreting investment documents, and communicating complex financial information to potential investors. It also includes managing investor relationships through CRM platforms, tracking lead engagement, and driving investor conversions.

Key Responsibilities

• Study and understand investment opportunities across startups, small businesses, and alternative assets.
• Analyze business models, revenue streams, financial statements, projections, valuations, and key performance indicators.
• Read and interpret pitch decks, financial models, investment notes, and other business documents.
• Understand the investment thesis, potential risks, returns, and underlying business fundamentals.
• Effectively communicate the financial and commercial aspects of investment opportunities to prospective investors.
• Engage with prospective investors through calls, emails, meetings, and other communication channels.
• Explain investment opportunities, financial structures, and business fundamentals clearly and convincingly.
• Understand investor requirements, financial objectives, and investment preferences.
• Build and maintain long-term investor relationships.
• Handle investor queries and coordinate the onboarding and investment process.
• Maintain and actively manage investor databases and CRM platforms.
• Track leads, investor interactions, follow-ups, engagement levels, and conversion pipelines.
• Identify potential investors and prioritize leads based on their investment interest and readiness.
• Ensure timely follow-ups and systematically move prospects through the investment funnel.
• Monitor conversion metrics and contribute towards investor acquisition targets.
• Work closely with the investment, research, and growth teams.
• Develop a strong understanding of the startups and businesses being presented to investors.
• Coordinate with internal teams to obtain relevant financial information and investment documentation.
• Support investor presentations, outreach campaigns, and fundraising activities.

Requirements & Tech Stack

• Strong understanding of financial concepts, business fundamentals, and basic financial analysis.
• Ability to read and interpret financial statements, business pitch decks, and financial projections.
• Genuine interest in startups, private markets, equity investments, and alternative assets.
• Strong verbal and written communication skills.
• Ability to explain financial concepts and business models to investors in a simple and convincing manner.
• Good interpersonal skills, negotiation abilities, and confidence in handling investor conversations.
• Understanding of CRM systems, lead management, and sales funnels is preferred.
• Strong analytical thinking, ownership, and willingness to learn.

Qualifications

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field.

Additional Advantage

• Knowledge of stock markets, mutual funds, AIFs, venture capital, or private equity.
• Familiarity with financial modelling, Excel, and business valuation.
• Experience using CRM platforms such as Zoho CRM, HubSpot, or Salesforce.