Investments Associate

About the Role

The Investments Associate role at Rupeia Investments Co. is a full-time, on-site position based in Gurugram. The Investments Associate will support the evaluation of private market funds and direct deals, including financial modeling, qualitative and quantitative analysis, and preparation of investment memos and presentations.

Key Responsibilities

• Conducting market and manager research.
• Assisting with due diligence.
• Tracking portfolio performance.
• Maintaining internal databases and reporting tools.
• Collaborating with senior team members on portfolio construction.
• Contributing to risk assessments.
• Preparing materials for client communication and meetings.
• Working closely with cross-functional stakeholders to ensure timely execution of investment processes and high-quality deliverables for clients.

Requirements & Tech Stack

• Strong analytical and financial skills, including proficiency in financial modeling, valuation techniques, and quantitative analysis.
• Research and due diligence capabilities, with experience in gathering, synthesizing, and interpreting data on markets, managers, and investments.
• Portfolio and risk assessment skills, including understanding of portfolio construction principles, diversification, and performance measurement.
• Clear written and verbal communication skills for preparing investment memos, reports, and client-facing presentations.
• High level of proficiency with Excel and PowerPoint.
• Familiarity with financial databases or analytics tools is an advantage.
• Demonstrated interest in private markets (private equity, venture capital, private credit, real assets) and global investing.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related quantitative field.
• A Master’s degree or professional certifications (e.g., CFA) are a plus.
• Ability to work collaboratively in a team environment.
• Ability to manage multiple assignments and meet deadlines in a fast-paced setting.