Portfolio Manager (Designation: Sr. Associate)

Designation of the Role: Portfolio Manager (Designation: Sr. Associate)
Years of Experience: Min 3 years
Department: Portfolio Management
Location: Kolkata
Work Model: Onsite

Job Description

ROLE SUMMARY:

The Portfolio Manager (Sr. Associate) is responsible for managing and supporting a portfolio of startups within the incubator. This role involves tracking startup performance, facilitating mentorship and resources, ensuring milestone achievement, and acting as a key liaison between founders, investors, and internal teams to drive startup growth and success.

KEY RESPONSIBILITIES:

  • Manage and monitor the performance of incubated startups across different stages
  • Track KPIs, milestones, and progress reports for portfolio companies
  • Coordinate mentorship, advisory sessions, and expert support for startups
  • Assist startups in business planning, fundraising readiness, and market strategy
  • Act as a point of contact between founders, investors, mentors, and incubator management
  • Organize demo days, review meetings, and investor interactions
  • Identify risks, challenges, and growth opportunities within the startup portfolio
  • Maintain portfolio documentation, reports, and dashboards
  • Support compliance with incubator policies, grant requirements, and reporting standards

 REQUIRED SKILLS:

  • Strong understanding of startup ecosystems, business models, and early-stage ventures
  • Analytical skills for performance tracking and portfolio evaluation
  • Excellent communication and stakeholder management abilities
  • Problem-solving and strategic thinking skills
  • Ability to manage multiple startups simultaneously
  • Proficiency in MS Excel, PowerPoint, and startup tracking tools

 KEY COMPETENCIES:

  • Startup milestone achievement and growth metrics
  • Fundraising and investor engagement outcomes
  • Founder satisfaction and engagement levels
  • Portfolio success rate and graduation outcomes

 ACADEMIC QUALIFICATION:

  • Bachelor’s degree in Business Administration, Management, Finance / Commerce, or related field
  • CA IPCC cleared, Cost Accountant / Master’s Degree in relevant field

EXPERIENCE:

  • Total years of work experience: Min 3 years
  • Minimum years of relevant experience: 2 years
  • *Minimum years of work experience after essential qualification: 3 years

Apply Now