Manager - Investment Origination and Analysis

Job description

About M&G India We are M&G India, the strategic innovation and digital hub for M&G. Established in 2003, we have offices in Mumbai and Pune. Our teams work closely with colleagues across the Group worldwide to drive transformation, build digital capability, and support sustainable growth. By leveraging technology, AI, automation, and process excellence, we bring new ways of thinking to improve outcomes for both customers and colleagues. Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business. About M&G Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. Job Title: Manager Function: Asset Management Sub Function: Investments Location: Mumbai Overall Job Purpose: This role offers a strategic opportunity to lead and shape private equity investment decisions within the Impact and Private Equity team. It involves independently evaluating private equity opportunities, conduct market and macroeconomic research, financial and operational analysis, and preparing investment memos for committee presentations. The individual will also oversee the investment closing process, engage with legal counsel, and lead performance monitoring and valuation reviews of portfolio companies. The ideal candidate brings 3–5 years of experience in growth equity or a related field, with strong financial modelling skills, a deep understanding of ESG investing, and the ability to evaluate business risks and opportunities. Accountabilities/Responsibilities: - Investment opportunity analysis Help in conducting initial opportunity analysis on private equity investment to drive investment decisions. Provide independent point of view on the analysis Help in conducting detailed due diligence on investment opportunities. Independently conduct market and macroeconomic research including structuring and scoping the research report Help in preparing questions for due diligence and engage in discussions with management, and investment advisors Support in financial analysis of the businesses and investment opportunities Support in operational performance analysis including understanding unit economics, revenue model, go-to-market strategy, and product and distribution strategy. Prepare detailed financial models, including scenario and sensitivity analysis. - Presentation of the analysis: Package the due diligence done and analysis performed in investment memo’s Write detailed investment papers with clear explanation of the analysis and due diligence performed and the outcomes and recommendations on investment Able to present the analysis to Investment committee based in London - Investment closing process : Manage the closing process and work with seniors and legal counsels to review investment documentation Coordinate with business and internal teams for KYC, funding process, completing internal reports for funding which involves working with different teams - Monitoring of the transaction Monitor the performance of investments by preparing regular monitoring reports Actively participate in performance review discussions with management of investee companies Conduct regular valuation analysis and prepare valuation memos for committee discussions Discuss and explain the performance to internal performance monitoring teams Knowledge, Skills, Experience & Educational Qualification: Knowledge & Skills: Strong financial modelling and analytical skills Strong knowledge of financial concepts, corporate finance and accounting. Ability to understand markets and businesses and evaluate risks and opportunities Keen interest and knowledge of ESG investing strategies, frameworks, and impact methodologies. Strong report writing Excellent communication and interpersonal skills. Proficient with Microsoft excel Ability to work under pressure. Strong sense of ownership with the willingness and drive to take on new challenges. Experience: Experience of up to 3-5 years in growth equity investment analysis or a similar role preferably growth equity. Experience of working with investment banks and third-party due diligence providers Knowledge of various sectors and geographies Qualification: Bachelors Degree in Finance/Engineering or Statistics Masters degree in Finance, Economics, Business, or a related field OR CFA M&G Behaviours relevant to all roles: Tell it like it is: Respectfully speaking up to create better ways forward – both direct and empathetic Own it now: Putting your name on things with confidence to drive progress and results quickly Move it Forward Together: Forming cross-functional teams to seize the right opportunities and solve real problems. We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.