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Portfolio Associate

2070Health

Mumbai, Maharashtra, India3 days ago
70 views14 saves0 applies

Benefits

Health Insurance

Job Type

full time

Description

2070 Health is India’s first Venture Studio building patient-centric healthcare companies from scratch by bringing together futuristic ideas, exceptional founders, and a powerful innovation platform. Distinct from the venture capital and accelerator approach, our venture studio will be closely involved in idea generation, day-to-day operations, and strategic decisions of growing the new business. At the Studio, we’re a team of 40+ team members and Founders/EIRs who are deeply passionate about solving largescale and challenging healthcare delivery problems in India

2070 Health has raised $30 million from W Health Ventures, a Boston-based venture capital firm focused on helping build the future of healthcare delivery. Founded by serial technology entrepreneur, investor, and philanthropist Sunil Wadhwani, W Health invests in and incubates early-stage companies that address critical unmet healthcare needs leveraging technology and AI.

Responsibilities:

Portfolio oversight and monitoring

  • Performance monitoring: Set and run the cadence of management reporting and performance reviews across portfolio companies, tracking KPIs, financials, and key operating metrics against plan 
  • Reporting: Prepare board materials, portfolio dashboards, and quarterly reviews for the investment committee and limited partners, surfacing risks and opportunities early 
  • Valuation: Maintain valuation models and assess each company’s financial health and growth trajectory against the original investment thesis 
  • Stakeholder engagement: Serve as a day-to-day point of contact for portfolio companies, building trusted relationships with founders and management teams

Strategic & operational value creation

  • Operational value addition: Partner with founders on strategic and operational priorities, including go-to-market, unit economics, pricing, and growth, to drive measurable improvement within portfolio companies 
  • Fundraising: Lead follow-on funding rounds for portfolio companies, preparing investor materials and financial models and managing the diligence process with prospective investors 
  • Exits and M&A: Evaluate strategic options, identify and engage prospective acquirers or buyers, and support deal structuring and execution through to close 
  • Strategic support: Assist founders on senior hiring, capital allocation, and other critical decisions across the portfolio 

Governance and portfolio process

  • Define strategic and operational KPIs with portfolio companies and embed a disciplined review cadence to track delivery against them 
  • Support board preparation, investor updates, and governance processes for portfolio companies 
  • Develop repeatable playbooks and best practices for portfolio monitoring, value creation, and exits across the fund

Requirements

You should apply if:

  • You have 3–5 years of relevant experience in investment banking or venture capital, ideally with exposure to fundraising, M&A, or portfolio management  
  • You have strong financial modelling and analytical skills, with proficiency in valuation, due diligence, and performance analysis 
  • You have strong communication skills (we will be speaking with senior leaders, founders, bankers & investors) 
  • You are comfortable with ambiguity, work by first principles, and have exceptional problem-solving skills  
  • You have a self-driven, can-do attitude and willing to take initiative & iterate 
  • You have knowledge or interest in healthcare (preferred, but not required) 
  • You have comfort working with cross-functional teams 
  • You understand how a startup works and have a fail fast mentality 

Benefits

  • You will get the opportunity to build a deep fundamental expertise across various business functions
  • You will have strong ownership of and stake in all critical decisions across ventures
  • You will network with key leaders in the healthcare ecosystem
  • More importantly, you will have the opportunity to drive better healthcare outcomes and make a lasting impact

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Skills

monitoringdashboardsgo to marketportfolio managementdue diligencestakeholder engagement