Required for Mumbai.
Dedicated Support for the Investment Team of Calculus Capital Limited
Calculus Capital, a UK based venture capital investor, has retained AMA (associate of EM) to support the on-going work of its Investment Team. To deliver this service AMA is recruiting a full-time Investment Analyst who will be entirely dedicated to supporting Calculus.
Calculus Capital is an award-winning growth equity fund manager based in the United Kingdom. Calculus invests under the UK Enterprise Investment Scheme (EIS) and Venture Capital Trusts scheme, both are programs run by the UK government. Calculus invests in and supports high-growth, revenue-generating ventures primarily in the technology, life sciences and creative content industries.
The Investment Analyst role offers an opportunity to work in venture capital and apply a diverse range of business skills. Responsibilities will primarily focus on supporting the Investment Team in portfolio management (valuation etc.) as well as occasional work relating to the new investment process (market analysis, financial modelling, due diligence etc.)
The Analyst will be expected to work primarily from AMA’S office (or from home if appropriate). Working hours will be focused on UK working hours. Responsibilities will include:
Lead responsibility for the valuation of portfolio companies:
- Over 30 companies, each valued 4 times p.a.
- Prepare/update valuation models for all companies with supporting materials.
- Regularly research and refresh public comparable and transactions.
- Liaise with Calculus fund administration team and external auditors.
- Attend valuation meetings with auditors and supply auditors with follow-up information.
Take lead responsibility for portfolio company narrative preparation:
- Narratives provided to inform investor and board updates 8 – 10 times p.a.
- Narrative content supplied by portfolio directors, however Analyst responsible for designing, implementing and leading process to ensure timely preparation of consistent narratives.
Team administration
- Participate by video-call in Investment Team daily meetings (09:00 and 16:30 UK time).
- Manage new opportunity pipeline database, including periodic reporting to team of key metrics.
- Manage centralized Investment Team new opportunity email inbox.
- Manage NDA database.
- Manage portfolio company and new opportunity company information database to ensure consistent filing of key standing data and monthly information (e.g., board packs).
- Creation and maintenance of a fund-by-fund valuation model (both EIS and VCT).
Competitor Tracking
- Establish list of key competitor funds.
- Over time develop database of competitor investments / exit case studies.
Occasional support with review of new investment opportunities
- Market analysis, competitor review, preparation of cash flow and other financial models.
- Preparation of memoranda, auxiliary analyses and documentation to support the investment decision.
- Assist and support management of the investment process including coordination of financial, legal and commercial due diligence undertaken by third party advisers.
- Contribute to investment discussions/strategy as required.
Occasional support for Fund Administration Team
- Ad hoc support focused on data analysis / extraction of other teams within Calculus.
Preferred Background
- Undergraduate degree.
- 1-3 years of relevant experience with good understanding of financial statements and valuation methodologies.
- Open to working UK timings.
- Excellent English communication skills.
In your cover mail, answer the following question in 100 words “As a growth investor, which is one private company you would like to invest in and why?
